Back to filter
Original filing (PDF)20251008150147NAL0009664624001
EAGLE ROCK DISTRIBUTING COMPANY
Form 5500
FILING_RECEIVED
EAGLE ROCK DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
671
Accounts w/ balance
958
Plan assets (EOY)
$59.1M
Net assets (EOY)
$59.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 54% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAGLE ROCK DISTRIBUTING COMPANY.
Plan sponsor
Name
EAGLE ROCK DISTRIBUTING COMPANY
EIN
58-2532427
Address
6205A BEST FRIEND RD. · NORCROSS, GA · 30071
Phone
(678) 836-2013
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
2025-10-08
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $102K | — |
| MORGAN STANLEY GLOBAL | — | BALTIMORE, MD | NONE | $43K | — |
Investments
25 direct securities · 1 pooled fund· $59.1M(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
$53.7M
25 holdings
Common Collective Trust
$5.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard PrimeCap Admiral Vanguard 0 | — | — | — | $11.8M | 20.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $5.8M | 9.8% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.4M | 9.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $5.1M | 8.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $4.3M | 7.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $3.6M | 6.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.5M | 6.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $3.3M | 5.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $2.9M | 5.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.2M | 3.7% | |
| (CL) Vanguard Wellington Admiral Vanguard 0 | — | — | — | $2.2M | 3.6% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $1.6M | 2.7% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $1.3M | 2.2% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $1.1M | 1.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $949K | 1.6% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $898K | 1.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $839K | 1.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $801K | 1.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $615K | 1.0% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $218K | 0.4% | |
| Vanguard International Value Inv Vanguard 0 | — | — | — | $215K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $190K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $164K | 0.3% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $65K | 0.1% | |
| Vanguard Interm-Term Treasury Adm Vanguard 0 | — | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $16K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Wholesale Trade plans
ANTONIO ORIGLIO, INC.
ANTONIO ORIGLIO, INC. PROFIT SHARING PLAN
$59.2M · 260 participants
GEORGIA CROWN DISTRIBUTING CO.
GEORGIA CROWN DISTRIBUTING CO. RETIREMENT SAVINGS
$57.3M · 1,016 participants
R. H. BARRINGER DISTRIBUTING CO., INC.
R.H BARRINGER DISTRIBUTING COMPANY INC. EMPLOYEES RETIREMENT SAVINGS PLAN
$61.3M · 898 participants
FRANK B. FUHRER HOLDINGS, INC.
FRANK B. FUHRER HOLDINGS INC. EMPLOYEES RETIREMENT PLAN
$56.7M · 326 participants
SILVER EAGLE DISTRIBUTORS HOUSTON, LLC
SILVER EAGLE DISTRIBUTORS HOUSTON 401(K) PLAN
$62.1M · 1,090 participants
STANDARD SALES COMPANY, L.P.
STANDARD SALES COMPANY, L.P. 401(K) PLAN
$55.0M · 548 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants