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Original filing (PDF)20251015160735NAL0002723571001

PROCESS DISTRIBUTION GROUP

Form 5500
FILING_RECEIVED
PDG EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
99% in single holdingNo recordkeeper disclosed
Active participants
109
Accounts w/ balance
356
Plan assets (EOY)
$41.5M
Net assets (EOY)
$40.2M
How this plan invests
This plan
3 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 "Goldman Sachs Money Market Fund" is 99% 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 PROCESS DISTRIBUTION GROUP.
Plan sponsor
Name
PROCESS DISTRIBUTION GROUP
EIN
71-1043927
Address
5225 HELLYER AVE · SUITE 250 · SAN JOSE, CA · 95138
Phone
(408) 328-2740
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $40.0M(96% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Goldman Sachs Money Market Fund——$39.9M$39.9M96.1%
UBS Interest-Bearing Cash——$101K$101K0.2%