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Original filing (PDF)20251008144240NAL0005707265001
EAGLE DISTRIBUTING COMPANY
Form 5500
FILING_RECEIVED
EAGLE DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
335
Accounts w/ balance
198
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 55 bps in Schedule C fees — 90% above peer band of 29 bps.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAGLE DISTRIBUTING COMPANY.
Plan sponsor
Name
EAGLE DISTRIBUTING COMPANY
EIN
62-1153033
Address
310 RADFORD PLACE · KNOXVILLE, TN · 37917
Phone
(865) 637-3311
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
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VANCE CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | OTHER | $15K | — |
Investments
31 direct securities· $12.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Trust Company, LLC JPMorgan Investor Growth R6 (1) | — | — | — | $2.4M | 19.7% | |
| Empower Trust Company, LLC American Funds 2040 Target Date Fund R6 (1) | — | — | — | $1.5M | 12.2% | |
| Empower Trust Company, LLC American Funds 2030 Target Date Fund R6 (1) | — | — | — | $1.5M | 12.1% | |
| Empower Trust Company, LLC JPMorgan Investor Growth & Income R6 (1) | — | — | — | $1.3M | 10.8% | |
| Empower Trust Company, LLC American Funds 2045 Target Date Fund R6 (1) | — | — | — | $859K | 7.2% | |
| Empower Trust Company, LLC American Funds 2035 Target Date Fund R6 (1) | — | — | — | $679K | 5.7% | |
| Empower Trust Company, LLC American Funds 2055 Target Date Fund R6 (1) | — | — | — | $552K | 4.6% | |
| Empower Trust Company, LLC Fidelity 500 Index (1) | — | — | — | $505K | 4.2% | |
| Empower Trust Company, LLC American Funds American Balanced R6 (1) | — | — | — | $501K | 4.2% | |
| Empower Trust Company, LLC JPMorgan Investor Conservative Growth R6 (1) | — | — | — | $462K | 3.9% | |
| Empower Trust Company, LLC American Funds 2050 Target Date Fund R6 (1) | — | — | — | $446K | 3.7% | |
| be repaid through 2029 | — | — | — | $362K | 3.0% | |
| Empower Trust Company, LLC American Funds 2060 Target Date Fund R6 (1) | — | — | — | $253K | 2.1% | |
| Empower Trust Company, LLC American Funds 2025 Target Date Fund R6 (1) | — | — | — | $143K | 1.2% | |
| Empower Trust Company, LLC Victory Sycamore Established Value R6 (1) | — | — | — | $100K | 0.8% | |
| Empower Trust Company, LLC JPMorgan Investor Balanced R6 (1) | — | — | — | $92K | 0.8% | |
| Empower Trust Company, LLC American Funds New Perspective R6 (1) | — | — | — | $81K | 0.7% | |
| Empower Trust Company, LLC Janus Henderson Enterprise N (1) 107 * Empower Trust Company, LLC Janus Henderson Global Equity Income N (1) | — | — | — | $72K | 0.6% | |
| Empower Trust Company, LLC JPMorgan US Equity R6 (1) | — | — | — | $68K | 0.6% | |
| Empower Trust Company, LLC American Funds New World R6 (1) | — | — | — | $54K | 0.4% | |
| Empower Trust Company, LLC American Funds 2010 Target Date Fund R6 (1) | — | — | — | $42K | 0.4% | |
| Empower Trust Company, LLC JPMorgan Large Cap Growth R6 (1) | — | — | — | $33K | 0.3% | |
| Empower Trust Company, LLC Putnam Small Cap Growth R6 (1) | — | — | — | $31K | 0.3% | |
| Empower Trust Company, LLC American Funds 2065 Target Date Fund R6 (1) | — | — | — | $27K | 0.2% | |
| Empower Trust Company, LLC American Funds 2020 Target Date Fund R6 (1) | — | — | — | $13K | 0.1% | |
| Empower Trust Company, LLC American Funds US Government Sec R6 (1) 921 * Empower Trust Company, LLC Federated Hermes Total Return Bond Fd R6 (1) | — | — | — | $11K | <0.1% | |
| Empower Trust Company, LLC JPMorgan Mid Cap Growth R6 (1) | — | — | — | $7K | <0.1% | |
| Empower Trust Company, LLC Vanguard Cash Rsrv Federal MnyMktAdmiral (1) | — | — | — | $6K | <0.1% | |
| Empower Trust Company, LLC American Funds Bond Fund of Amer R6 (1) | — | — | — | $5K | <0.1% | |
| Empower Trust Company, LLC Vanguard Value Index - Admiral (1) | — | — | — | $5K | <0.1% | |
| Empower Trust Company, LLC Vanguard Short-Term Federal Adm (1) | — | — | — | $2K | <0.1% |
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