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Original filing (PDF)20251006144739NAL0009613874001
CARROLL DISTRIBUTING COMPANY
Form 5500
FILING_RECEIVED
CARROLL DISTRIBUTING COMPANY EMPLOYEE BENEFIT PLAN
401(k) retirement plan
Signals · 2
61% in single holdingNo recordkeeper disclosed
Active participants
107
Accounts w/ balance
105
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T Rowe Price Spectrum Moderate Allocation I Mutual Fund" is 61% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARROLL DISTRIBUTING COMPANY.
Plan sponsor
Name
CARROLL DISTRIBUTING COMPANY
EIN
59-1026900
Address
1553 CHAD CARROLL WAY · MELBOURNE, FL · 32940
Phone
(321) 421-6283
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERMAN HOPKINS WRIGHT & LAHAM, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
32 direct securities· $12.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Spectrum Moderate Allocation I Mutual Fund | — | — | — | $7.8M | 60.9% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund Mutual Fund | — | — | — | $1.6M | 12.8% | |
| T Rowe Price Blue Chip Growth I Mutual Fund | — | — | — | $1.1M | 8.9% | |
| American Funds 2025 Target Fund R6 Mutual Fund | — | — | — | $431K | 3.4% | |
| John Hancock Stable Value Fund Stable Value Fund | — | — | — | $330K | 2.6% | |
| Notes receivable from participants Maturing through 2029 - | — | — | — | $242K | 1.9% | |
| American Funds 2050 Target Fund R6 Mutual Fund | — | — | — | $140K | 1.1% | |
| PIMCO Stocks PLUS Fund Mutual Fund | — | — | — | $136K | 1.1% | |
| Victory RS Small Cap Growth Y Mutual Fund | — | — | — | $118K | 0.9% | |
| PIMCO Investment Grade Credit Bond I Mutual Fund | — | — | — | $109K | 0.8% | |
| PRIMECAP Odyssey Stock Fund Mutual Fund | — | — | — | $101K | 0.8% | |
| Robeco BP All Cap Value Investment Mutual Fund | — | — | — | $77K | 0.6% | |
| Blackrock 20/80 Target Allocation K Mutual Fund | — | — | — | $77K | 0.6% | |
| Columbia Global Tech Growth Inst2 Mutual Fund | — | — | — | $69K | 0.5% | |
| Vanguard Equity Income Fund Adm Mutual Fund | — | — | — | $58K | 0.5% | |
| Vanguard Total Stock Market Index Ad Mutual Fund | — | — | — | $51K | 0.4% | |
| American Funds 2040 Target Fund R6 Mutual Fund | — | — | — | $48K | 0.4% | |
| American Funds 2055 Target Fund R6 Mutual Fund | — | — | — | $45K | 0.4% | |
| Lord Abbett High Yield Class R4 Mutual Fund | — | — | — | $32K | 0.2% | |
| Invesco Quality Income Y Mutual Fund | — | — | — | $26K | 0.2% | |
| Eagle Mid Cap Growth I Mutual Fund | — | — | — | $23K | 0.2% | |
| MFS New Discovery Value R6 Mutual Fund | — | — | — | $22K | 0.2% | |
| American Funds 2060 Target Fund R6 Mutual Fund | — | — | — | $21K | 0.2% | |
| American Century Emerging Markets Fund R6 Mutual Fund | — | — | — | $20K | 0.2% | |
| Vanguard Energy Fund Mutual Fund | — | — | — | $12K | <0.1% | |
| PGIM Total Return Bond Z Mutual Fund | — | — | — | $9K | <0.1% | |
| Western Asset Core Plus Bond I Mutual Fund | — | — | — | $9K | <0.1% | |
| Lincoln Financial Group Life Insurance Policies | — | — | — | $6K | <0.1% | |
| Goldman International Equity Insights R6 Mutual Fund | — | — | — | $4K | <0.1% | |
| Delaware Healthcare Fund I Mutual Fund | — | — | — | $3K | <0.1% | |
| DFA International Core Equity Insights R6 Mutual Fund | — | — | — | $3K | <0.1% | |
| PGIM Global Total Return R6 Mutual Fund | — | — | — | $2K | <0.1% |
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