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Original filing (PDF)20250530122457NAL0005252083001
SYSTEMS DEPOT
Form 5500
FILING_RECEIVED
SYSTEMS DEPOT 401(K) PLAN
401(k) retirement plan
Active participants
129
Accounts w/ balance
148
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYSTEMS DEPOT.
Plan sponsor
Name
SYSTEMS DEPOT
DBA
THE SYSTEMS DEPOT
EIN
56-2228173
Address
PO BOX 200 · HICKORY NC, NC · 28603
Phone
(828) 485-4800
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MARTIN STARNES & ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
27 direct securities · 1 pooled fund· $4.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.6M
27 holdings
Common Collective Trust
$286K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard | — | — | — | $1.0M | 21.8% | |
| Vanguard | — | — | — | $507K | 10.9% | |
| Vanguard | — | — | — | $478K | 10.3% | |
| Vanguard | — | — | — | $335K | 7.2% | |
| Morley Financial Services | — | — | — | $286K | 6.2% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $286K | 6.2% | |
| Fidelity | — | — | — | $257K | 5.5% | |
| Hartford | — | — | — | $222K | 4.8% | |
| Vanguard | — | — | — | $185K | 4.0% | |
| Vanguard | — | — | — | $181K | 3.9% | |
| Vanguard | — | — | — | $170K | 3.7% | |
| Pimco | — | — | — | $163K | 3.5% | |
| Fidelity | — | — | — | $127K | 2.7% | |
| Vanguard | — | — | — | $110K | 2.4% | |
| Vanguard | — | — | — | $110K | 2.4% | |
| Vanguard | — | — | — | $104K | 2.2% | |
| Fidelity | — | — | — | $99K | 2.1% | |
| Participant loans | — | — | — | $69K | 1.5% | |
| Vanguard | — | — | — | $38K | 0.8% | |
| Vanguard | — | — | — | $36K | 0.8% | |
| Vanguard | — | — | — | $30K | 0.7% | |
| Fidelity | — | — | — | $26K | 0.6% | |
| Vanguard | — | — | — | $25K | 0.5% | |
| PGIM | — | — | — | $23K | 0.5% | |
| American Funds | — | — | — | $21K | 0.5% | |
| Dimensional Fund Advisors | — | — | — | $14K | 0.3% | |
| Vanguard | — | — | — | $4K | <0.1% | |
| Vanguard | — | — | — | $3K | <0.1% |
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