Original filing (PDF)20251002160005NAL0000684209001

HERREGAN DISTRIBUTORS, INC.

Name: HERREGAN DISTRIBUTORS, INC. — HERREGAN DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: HERREGAN DISTRIBUTORS, INC.

Form 5500

FILING_RECEIVED

HERREGAN DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

89% in single holdingNo recordkeeper disclosed

Active participants

137

Accounts w/ balance

141

Plan assets (EOY)

$470K

Net assets (EOY)

-$13.3M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERREGAN DISTRIBUTORS, INC..

Plan sponsor

Name

HERREGAN DISTRIBUTORS, INC.

EIN

41-0902579

Address

3695 KENNEBEC DRIVE · EAGAN, MN · 55122

Phone

(651) 452-7200

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $470K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Unallocated - 886,667	—	—	$13.5M	$417K	88.7%
	Allocated - 113,333	—	—	$1.7M	$53K	11.3%

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