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Original filing (PDF)20251003120423NAL0001353809001
SAVANNAH DISTRIBUTING CO., INC.
Form 5500
FILING_RECEIVED
SAVANNAH DISTRIBUTING CO. , INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
533
Accounts w/ balance
222
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "[DFE: SMALL CAP VALUE FUND II (extraction pending)]" is 100% of plan.
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAVANNAH DISTRIBUTING CO., INC..
Plan sponsor
Name
SAVANNAH DISTRIBUTING CO., INC.
EIN
58-1099631
Address
11 INTERCHANGE DRIVE · SAVANNAH, GA · 31415
Phone
(912) 233-1167
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
2025-10-03
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)
Audit & trust (Schedule H)
Auditor
SYMPHONA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER AND SERVICES | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINTRUST CAPITAL ADVISORS, LLC | 26-1204897 | — | INVESTMENT ADVISORY | $44K | — |
Investments
1 pooled fund· $310K(2% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY CIT SMALL CAP VALUE FUND GREAT GRAY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $310K | 1.7% |
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