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Original filing (PDF)20251015140203NAL0002413379001
UNITED DISTRIBUTORS, INC.
Form 5500
FILING_RECEIVED
UNITED DISTRIBUTORS, INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,563
Accounts w/ balance
1,277
Plan assets (EOY)
$125.4M
Net assets (EOY)
$125.1M
How this plan invests
This plan
70 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED DISTRIBUTORS, INC..
Plan sponsor
Name
UNITED DISTRIBUTORS, INC.
EIN
58-0609141
Address
5500 UNITED DRIVE · SMYRNA, GA · 30082
Phone
(678) 305-2000
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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR, RIGGS, & INGRAM LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | — | $145K | — |
| PENSION FINANCIAL SERVICES, INC. | 58-1485803 | — | — | $30K | — |
| STRATEGIC ADVISORS, INC. | 58-2160601 | — | — | — | — |
Investments
70 direct securities· $125.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd As Mutual Fund | — | — | — | $16.5M | 13.1% | |
| American Funds Fundamental Inv R6 Mutual Fund | — | — | — | $13.6M | 10.8% | |
| Flxfocs Mod 2045 R1 Collective Investment Fund | — | — | — | $10.5M | 8.4% | |
| Deposit in the general account of Nationwide * Nationwide Life Insurance Company Life Insurance Company | — | — | — | $9.7M | 7.7% | |
| Vanguard Gr Index Adml Mutual Fund | — | — | — | $9.7M | 7.7% | |
| Flxfocs Mod 2035 R1 Collective Investment Fund | — | — | — | $9.4M | 7.5% | |
| Flxfocs Mod Rtrmt R1 Collective Investment Fund | — | — | — | $7.2M | 5.8% | |
| DFA Intmd Govt Fxdinc Inst Mutual Fund ** 46 DFA Us Lgcap Val Inst Mutual Fund | — | — | — | $6.9M | 5.5% | |
| Vanguard Mdcap Gr Index Adml Mutual Fund | — | — | — | $4.4M | 3.5% | |
| Flxfocs Mod 2055 R1 Collective Investment Fund | — | — | — | $3.9M | 3.1% | |
| Principal Hi Yld Inst Mutual Fund | — | — | — | $3.1M | 2.5% | |
| Vanguard Intl Val Inv Mutual Fund | — | — | — | $2.9M | 2.3% | |
| Flxfocs Aggr 2045 R1 Collective Investment Fund | — | — | — | $2.9M | 2.3% | |
| Flxfocs Aggr 2035 R1 Collective Investment Fund | — | — | — | $2.7M | 2.1% | |
| Vanguard Sel Val Inv Mutual Fund | — | — | — | $2.5M | 2.0% | |
| Flxfocs Aggr 2055 R1 Collective Investment Fund | — | — | — | $2.3M | 1.9% | |
| Participant Loans various maturities | — | — | — | $2.2M | 1.8% | |
| American Beacon Smcap Val R5 Mutual Fund | — | — | — | $1.9M | 1.6% | |
| Vic Corpls Intmd Bd R6 Mutual Fund | — | — | — | $1.8M | 1.4% | |
| Vanguard Explr Adml Mutual Fund | — | — | — | $1.4M | 1.2% | |
| DFA Us Smcap Inst Mutual Fund | — | — | — | $1.2M | 0.9% | |
| American Funds EuroPacific Gr R6 Mutual Fund | — | — | — | $966K | 0.8% | |
| Flxfocs Aggr Rtrmt R1 Collective Investment Fund | — | — | — | $942K | 0.8% | |
| Vanguard Strat Eq Inv Mutual Fund | — | — | — | $831K | 0.7% | |
| Flxfocs Cnsrv 2055 R1 Collective Investment Fund | — | — | — | $676K | 0.5% | |
| Nationwide S P 500 Index R6 Mutual Fund | — | — | — | $592K | 0.5% | |
| Blackrock Balanced Fund, Inc. - Inst Mutual Fund ** 62 Blackrock Infl Prtct Bd K Mutual Fund | — | — | — | $509K | 0.4% | |
| Flxfocs Cnsrv 2045 R1 Collective Investment Fund | — | — | — | $434K | 0.3% | |
| Leggm Clrbrdg App I Mutual Fund | — | — | — | $335K | 0.3% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund ** 101 Fidelity Emrg Mkt Index Mutual Fund | — | — | — | $324K | 0.3% | |
| Principal Eq Inc I Inst Mutual Fund | — | — | — | $290K | 0.2% | |
| Trowepr Blue Chip Gr Mutual Fund | — | — | — | $237K | 0.2% | |
| Flxfocs Cnsrv 2035 R1 Collective Investment Fund | — | — | — | $235K | 0.2% | |
| similar party investment ** Current value AllianceBern Global Bond I Mutual Fund | — | — | — | $234K | 0.2% | |
| Vic Nasdaq 100 Indx R6 Mutual Fund | — | — | — | $203K | 0.2% | |
| Vanguard Trgt Rtrmt 2050 Inv Mutual Fund | — | — | — | $155K | 0.1% | |
| American Funds 2025 Target Date R6 Mutual Fund | — | — | — | $154K | 0.1% | |
| Vanguard Mdcap Gr Inv Mutual Fund | — | — | — | $145K | 0.1% | |
| Dodgecox International Stock Mutual Fund | — | — | — | $141K | 0.1% | |
| Flxfocs Cnsrv Rtrmt R1 Collective Investment Fund | — | — | — | $130K | 0.1% | |
| Flxfocs Mod 2065 R1 Collective Investment Fund | — | — | — | $130K | 0.1% | |
| Msif Glbl Oppr I Mutual Fund | — | — | — | $124K | <0.1% | |
| American Funds New Prspct R6 Mutual Fund | — | — | — | $121K | <0.1% | |
| Vngrd Lgcap Indx Adml Mutual Fund | — | — | — | $114K | <0.1% | |
| Vanguard Extended Mkt Indx Adml Mutual Fund | — | — | — | $84K | <0.1% | |
| American Funds 2035 Target Date R6 Mutual Fund | — | — | — | $71K | <0.1% | |
| similar party investment ** Current value Vanguard Hlth Care Indx Adml Mutual Fund | — | — | — | $58K | <0.1% | |
| MFS Mass Inv Gr Stk R4 Mutual Fund | — | — | — | $58K | <0.1% | |
| Tchstn Sm Co Y Mutual Fund | — | — | — | $56K | <0.1% | |
| Vanguard St Invmt Grd Adml Mutual Fund | — | — | — | $50K | <0.1% | |
| Vanguard Trgt Rtrmt 2035 Inv Mutual Fund | — | — | — | $39K | <0.1% | |
| Vanguard Trgt Rtrmt 2020 Inv Mutual Fund | — | — | — | $36K | <0.1% | |
| Amcent Ultra R6 Mutual Fund | — | — | — | $22K | <0.1% | |
| American Funds Invmt Co Am R6 Mutual Fund | — | — | — | $19K | <0.1% | |
| Nationwide Inv Dest Mod R6 Mutual Fund | — | — | — | $15K | <0.1% | |
| Amcent Divrs Bd R6 Mutual Fund ** 101 Amcent Infl Adj Bd R5 Mutual Fund ** 54 American Funds Am Mut R6 Mutual Fund | — | — | — | $15K | <0.1% | |
| Vanguard Ttl Stmkt Index Fd As Mutual Fund | — | — | — | $14K | <0.1% | |
| American Beacon Small Cap Growth Advisor Mutual Fund | — | — | — | $10K | <0.1% | |
| MFS Mdcap Gr R6 Mutual Fund | — | — | — | $10K | <0.1% | |
| Nationwide Inv Dest Cnsrv R6 Mutual Fund ** 99 * Nationwide Inv Dest Mod Cnsrv R6 Mutual Fund | — | — | — | $9K | <0.1% | |
| Invesco Global Oppr Y Mutual Fund | — | — | — | $7K | <0.1% | |
| Frstegle Gold R6 Mutual Fund | — | — | — | $7K | <0.1% | |
| Invesco Emrg Mkt Allcap R5 Mutual Fund | — | — | — | $7K | <0.1% | |
| American Funds New Wld R6 Mutual Fund | — | — | — | $5K | <0.1% | |
| Vngrd Trgt Rtrmt 2060 Inv Mutual Fund | — | — | — | $3K | <0.1% | |
| Nationwide Inv Dest Mod Cnsrv R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Strat Smcap Eq Inv Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Trgt Rtrmt 2030 Inv Mutual Fund | — | — | — | $2K | <0.1% | |
| Lrdabt Infl Focs R5 Mutual Fund | — | — | — | $2K | <0.1% | |
| Nationwide Inv Dest Aggr R6 Mutual Fund | — | — | — | $1K | <0.1% |