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Original filing (PDF)20250905132230NAL0029069152001
STANDARD SUPPLY AND DISTRIBUTION CO., INC.
Form 5500
FILING_RECEIVED
THE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
431
Accounts w/ balance
472
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Registered Investment Companies Vanguard Group, Inc. Vanguard Target Retirement 2030" is 25% of plan.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDARD SUPPLY AND DISTRIBUTION CO., INC..
Plan sponsor
Name
STANDARD SUPPLY AND DISTRIBUTION CO., INC.
EIN
75-0881971
Address
1431 REGAL ROW · DALLAS, TX · 75247
Phone
(214) 630-7800
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
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
BDO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $101 | — |
Investments
17 direct securities · 3 pooled funds· $20.4M(95% 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
$17.6M
17 holdings
Common Collective Trust
$2.9M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard Group, Inc. Vanguard Target Retirement 2030 | — | — | — | $5.2M | 24.1% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2040 | — | — | — | $3.6M | 16.9% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2050 | — | — | — | $2.3M | 10.8% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2020 | — | — | — | $1.7M | 8.1% | |
| AMERICAN CENTURY US PRM LRG CAP GR AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 027 | Common Collective Trust | — | — | $1.5M | 7.0% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2060 | — | — | — | $1.5M | 6.9% | |
| Fidelity Management and Research Company Fidelity Spartan 500 Index Inv | — | — | — | $1.1M | 5.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.0M | 4.7% | |
| Vanguard Group, Inc. Vanguard Mid-Cap Growth Index | — | — | — | $453K | 2.1% | |
| PUTNAM LARGE CAP VALUE TRUST II CL GREAT GRAY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $340K | 1.6% | |
| Robert W. Baird & Co. Baird Core Plus Bond Inst | — | — | — | $316K | 1.5% | |
| Vanguard Group, Inc. Vanguard Selected Value | — | — | — | $299K | 1.4% | |
| Self-Directed Brokerage Accounts Charles Schwab Bank Self-Directed Brokerage Accounts | — | — | — | $271K | 1.3% | |
| Vanguard Group, Inc. Vanguard Small Cap Growth Index | — | — | — | $210K | 1.0% | |
| American Beacon American Beacon Small Cap Val Inst | — | — | — | $134K | 0.6% | |
| OFI Global Asset Management, Inc. Oppenheimer International Growth | — | — | — | $122K | 0.6% | |
| Vanguard Group, Inc. Vanguard Target Retirement Income | — | — | — | $96K | 0.4% | |
| Pacific Investment Management Co PIMCO Real Return Inst | — | — | — | $95K | 0.4% | |
| Capital Research & Management Co American Funds Europacific | — | — | — | $86K | 0.4% | |
| Vanguard Group, Inc. Vanguard High-Yield Corporate Adm | — | — | — | $53K | 0.2% |