Back to filter
Original filing (PDF)20250828080452NAL0010178353001
SANDERS SUPPLY, INC.
Form 5500
FILING_RECEIVED
SANDERS SUPPLY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
156
Accounts w/ balance
163
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TIAA-CREF TIAA-CREF Large-Cap Growth Index - Institutional Class" is 27% of plan.
- 55 bps in Schedule C fees — 88% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANDERS SUPPLY, INC..
Plan sponsor
Name
SANDERS SUPPLY, INC.
EIN
71-0426080
Address
107 EAST BELDING · HOT SPRINGS, AR · 71901
Phone
(501) 321-9511
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
2025-08-28
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ERWIN & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT LLC | — | LITTLE ROCK, AR | INVESTMENT ADVISOR | $28K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $4K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
26 direct securities · 2 pooled funds· $11.3M(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
$10.2M
26 holdings
Common Collective Trust
$1.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Large-Cap Growth Index - Institutional Class | — | — | — | $3.0M | 26.5% | |
| SSGA SANDP 500 INDEX NL SER N STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $1.0M | 9.0% | |
| Vanguard Balanced Index Fund - Admiral Shares | — | — | — | $985K | 8.7% | |
| TIAA-CREF Lifecycle Index 2035 - Institutional Class | — | — | — | $770K | 6.8% | |
| Empower Annuity Insurance Company of America Empower Investments Fixed Account - Guaranteed Investment Contract | — | — | — | $651K | 5.8% | |
| TIAA-CREF Lifecycle Index Retirement Income Fund - Institutional Class | — | — | — | $618K | 5.5% | |
| Fidelity Investments Fidelity Mid-Cap Index Fund | — | — | — | $575K | 5.1% | |
| Vanguard Intermediate-Term Bond Index Fund - Admiral Shares | — | — | — | $398K | 3.5% | |
| Vanguard Mid-Cap Growth Index Fund - Admiral Shares | — | — | — | $366K | 3.2% | |
| TIAA-CREF Lifecycle Index 2045 - Institutional Class | — | — | — | $343K | 3.0% | |
| TIAA-CREF Lifecycle Index 2030 - Institutional Class | — | — | — | $332K | 2.9% | |
| Vanguard Mid-Cap Value Index Fund - Admiral Shares | — | — | — | $303K | 2.7% | |
| TIAA-CREF Lifecycle Index 2025 - Institutional Class | — | — | — | $297K | 2.6% | |
| TIAA-CREF Lifecycle Index 2020 - Institutional Class | — | — | — | $285K | 2.5% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $228K | 2.0% | |
| Vanguard Small Cap Index Fund - Admiral Shares | — | — | — | $211K | 1.9% | |
| Vanguard Small Cap Value Index Fund - Admiral Shares | — | — | — | $200K | 1.8% | |
| secured by participants' vested balances | — | — | — | $143K | 1.3% | |
| Vanguard Value Index Fund - Admiral Shares | — | — | — | $129K | 1.1% | |
| SSGA US INFLATION PROTECTED BD IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $95K | 0.8% | |
| TIAA-CREF Lifecycle Index 2040 - Institutional Class | — | — | — | $75K | 0.7% | |
| TIAA-CREF Lifecycle Index 2060 - Institutional Class | — | — | — | $66K | 0.6% | |
| TIAA-CREF Lifecycle Index 2055 - Institutional Class | — | — | — | $57K | 0.5% | |
| Vanguard Small Cap Growth Index Fund - Admiral Shares | — | — | — | $45K | 0.4% | |
| TIAA-CREF Lifecycle Index 2065 - Institutional Class | — | — | — | $31K | 0.3% | |
| TIAA-CREF Lifecycle Index 2050 - Institutional Class | — | — | — | $21K | 0.2% | |
| Dimensional Fund Advisors DFA Real Estate Securities I | — | — | — | $17K | 0.2% | |
| Vanguard Total International Bond Index Fund - Admiral Shares | — | — | — | $14K | 0.1% |
Related plans
Other plans using STEPHENS GROUP ASSET MANAGEMENT LLC
HUGG & HALL EQUIPMENT CO.
HUGG & HALL EQUIPMENT 401(K) PROFIT SHARING PLAN
$45.6M · 790 participants
HFA-AE LTD.
HFA ENTERPRISES, LTD. 401(K) PLAN
$30.1M · 400 participants
STERILE COMPOUNDING OF AMERICA
SCA PHARMACEUTICALS 401(K) PLAN
$17.0M · 479 participants
SPITZER INDUSTRIES, INC.
SPITZER INDUSTRIES, INC. EE'S SAVINGS & PROFIT SHARING PLAN
$16.3M · 553 participants
DENTAL DEPOT DSO, LLC
DENTAL DEPOT 401(K) PLAN
$10.6M · 821 participants
WELSCO, INC.
WELSCO, INC. 401(K) PLAN
$9.8M · 105 participants
Similar-size Wholesale Trade plans
AQUAFLOW PUMP & SUPPLY COMPANY
AQUAFLOW PUMP & SUPPLY COMPANY 401K PROFIT SHARING PLAN
$11.3M · 85 participants
MAIN LINE SUPPLY CO., INC.
MAIN LINE SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN
$11.3M · 48 participants
CLIMATE CONDITIONING COMPANY I
CLIMATE CONDITIONING COMPANY I 401(K) PROFIT SHARING PLAN & TRUST
$11.2M · 38 participants
ALLIED SUPPLY COMPANY, INC.
ALLIED SUPPLY COMPANY, INC. PROFIT SHARING PLAN
$11.1M · 65 participants
REPSOUTH
REPSOUTH 401(K) PROFIT SHARING PLAN
$11.5M · 27 participants
WESTERN WATER WORKS SUPPLY CO
WESTERN WATER WORKS SUPPLY COMPANY 401(K) PLAN
$11.5M · 98 participants
Large plans in Arkansas
WALMART INC.
WALMART 401(K) PLAN
$50.8B · 1,670,732 participants
TYSON FOODS, INC.
TYSON FOODS, INC. RETIREMENT SAVINGS PLAN
$3.7B · 118,435 participants
DILLARD'S, INC.
DILLARD'S, INC. INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN
$3.0B · 26,070 participants
J.B. HUNT TRANSPORT SERVICES, INC.
J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN
$1.4B · 34,171 participants
WINDSTREAM SERVICES LLC
WINDSTREAM 401(K) PLAN
$1.3B · 8,623 participants
BAPTIST HEALTH
BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST
$972.6M