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Original filing (PDF)20251001120705NAL0017776403001
CONE DISTRIBUTING, INC.
Form 5500
FILING_RECEIVED
CONE DISTRIBUTING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
344
Accounts w/ balance
385
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONE DISTRIBUTING, INC..
Plan sponsor
Name
CONE DISTRIBUTING, INC.
EIN
59-2485014
Address
1551 NW 44TH AVE · OCALA, FL · 34482
Phone
(352) 732-4111
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PURVIS GRAY & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $42K | — |
Investments
24 direct securities · 1 pooled fund· $19.8M(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
$15.7M
23 holdings
Mutual Funds
$2.8M
1 holding
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Funds Equity Income Fund Class R6 | Mutual Funds | — | — | $2.8M | 14.3% | |
| MFS Growth Fund Class R6 | — | — | — | $1.7M | 8.8% | |
| Fidelity Investments 500 Index Fund | — | — | — | $1.7M | 8.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 6.3% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 | — | — | — | $1.2M | 6.1% | |
| Macquarie Small Cap Value Fund Class R6 | — | — | — | $1.2M | 6.0% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $1.1M | 5.5% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 | — | — | — | $987K | 5.0% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 | — | — | — | $930K | 4.7% | |
| PGIM Investments Jennison International Opportunities | — | — | — | $882K | 4.5% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 | — | — | — | $876K | 4.4% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 | — | — | — | $785K | 4.0% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $784K | 4.0% | |
| JP Morgan Core Plus Bond Fund Class R6 | — | — | — | $724K | 3.7% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 | — | — | — | $698K | 3.5% | |
| Participant Loans maturity dates through November 2029 | — | — | — | $565K | 2.9% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 | — | — | — | $522K | 2.6% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 | — | — | — | $282K | 1.4% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 | — | — | — | $266K | 1.3% | |
| American Century Small Cap Growth Fund R6 | — | — | — | $266K | 1.3% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $165K | 0.8% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 | — | — | — | $34K | 0.2% | |
| BlackRock Inflation Protected Bond Fund Class K | — | — | — | $18K | <0.1% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $13K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market | — | — | — | $5K | <0.1% |
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