How big is Carroll Distributing Company's plan?

Carroll Distributing Company's plan reported $12.8M in assets and 107 participants for 2024.

Original filing (PDF)20251006144739NAL0009613874001

Carroll Distributing Company

Name: Carroll Distributing Company — Carroll Distributing, Form 5500 (2024)
Creator: Carroll Distributing Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Carroll Distributing Company Employee Benefit Plan

401(k) retirement plan · Carroll Distributing Company's Carroll Distributing Company Employee Benefit Plan held $12.8M in plan assets for 107 participants in 2024.

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

Plan identifiers

Carroll Distributing Company's EIN is 59-1026900.

EIN 59-1026900

Plan number 002

Plan year 2024

ACK ID 20251006144739NAL0009613874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carroll Distributing Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carroll Distributing Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARROLL DISTRIBUTING COMPANY.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

CARROLL DISTRIBUTING COMPANY

EIN

all filings

Address

1553 CHAD CARROLL WAY · MELBOURNE, FL · 32940

Phone

(321) 421-6283

Industry

Wholesale Trade

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

32 direct securities· $12.8M(100% of reported assets)

Mutual Funds

$10.0M

15 holdings

Other securities

$2.3M

13 holdings

Stable Value

$330K

1 holding

U.S. Treasuries

$109K

1 holding

Common Collective Trusts

$51K

1 holding

Common Stocks

$6K

1 holding

					% of plan
T Rowe Price Spectrum Moderate Allocation I Mutual Fund	Mutual Funds	—	—	$7.8M	60.9%
T. Rowe Price Spectrum Moderate Growth Allocation Fund Mutual Fund	Other securities	—	—	$1.6M	12.8%
T Rowe Price Blue Chip Growth I Mutual Fund	Mutual Funds	—	—	$1.1M	8.9%
American Funds 2025 Target Fund R6 Mutual Fund	Mutual Funds	—	—	$431K	3.4%
John Hancock Stable Value Fund Stable Value Fund	Stable Value	—	—	$330K	2.6%
Notes receivable from participants Maturing through 2029 -	Other securities	—	—	$242K	1.9%
American Funds 2050 Target Fund R6 Mutual Fund	Mutual Funds	—	—	$140K	1.1%
PIMCO Stocks PLUS Fund Mutual Fund	Mutual Funds	—	—	$136K	1.1%
Victory RS Small Cap Growth Y Mutual Fund	Other securities	—	—	$118K	0.9%
PIMCO Investment Grade Credit Bond I Mutual Fund	U.S. Treasuries	—	—	$109K	0.8%
PRIMECAP Odyssey Stock Fund Mutual Fund	Mutual Funds	—	—	$101K	0.8%
Robeco BP All Cap Value Investment Mutual Fund	Other securities	—	—	$77K	0.6%
Blackrock 20/80 Target Allocation K Mutual Fund	Other securities	—	—	$77K	0.6%
Columbia Global Tech Growth Inst2 Mutual Fund	Other securities	—	—	$69K	0.5%
Vanguard Equity Income Fund Adm Mutual Fund	Mutual Funds	—	—	$58K	0.5%
Vanguard Total Stock Market Index Ad Mutual Fund	Common Collective Trusts	—	—	$51K	0.4%
American Funds 2040 Target Fund R6 Mutual Fund	Mutual Funds	—	—	$48K	0.4%
American Funds 2055 Target Fund R6 Mutual Fund	Mutual Funds	—	—	$45K	0.4%
Lord Abbett High Yield Class R4 Mutual Fund	Mutual Funds	—	—	$32K	0.2%
Invesco Quality Income Y Mutual Fund	Mutual Funds	—	—	$26K	0.2%
Eagle Mid Cap Growth I Mutual Fund	Other securities	—	—	$23K	0.2%
MFS New Discovery Value R6 Mutual Fund	Mutual Funds	—	—	$22K	0.2%
American Funds 2060 Target Fund R6 Mutual Fund	Mutual Funds	—	—	$21K	0.2%
American Century Emerging Markets Fund R6 Mutual Fund	Other securities	—	—	$20K	0.2%
Vanguard Energy Fund Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
PGIM Total Return Bond Z Mutual Fund	Other securities	—	—	$9K	<0.1%
Western Asset Core Plus Bond I Mutual Fund	Other securities	—	—	$9K	<0.1%
Lincoln Financial Group Life Insurance Policies	Common Stocks	—	—	$6K	<0.1%
Goldman International Equity Insights R6 Mutual Fund	Other securities	—	—	$4K	<0.1%
Delaware Healthcare Fund I Mutual Fund	Other securities	—	—	$3K	<0.1%
DFA International Core Equity Insights R6 Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
PGIM Global Total Return R6 Mutual Fund	Other securities	—	—	$2K	<0.1%