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Original filing (PDF)20250903130608NAL0031602098001
CONSOLIDATED ELECTRICAL DISTRIBUTORS
Form 5500
FILING_RECEIVED
EMPLOYEE 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
34% in single holding
Active participants
11,443
Accounts w/ balance
15,099
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
30 pooled trusts
Schedule D
37 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
83
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "b b" is 34% of plan.
- 8 bps in Schedule C fees — 61% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSOLIDATED ELECTRICAL DISTRIBUTORS.
Plan sponsor
Name
CONSOLIDATED ELECTRICAL DISTRIBUTORS
EIN
77-0559191
Address
1920 WESTRIDGE DRIVE · IRVING, TX · 75038
Phone
(972) 582-5430
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $607K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $242K | — |
| VISIONPOINT ADVISORY GROUP | 46-3329350 | — | ADVISOR | $95K | — |
Investments
22 direct securities · 30 pooled funds· $3.7B(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
$2.7B
21 holdings
Common Collective Trust
$897.2M
29 holdings
Mutual Funds
$61.2M
1 holding
Pooled Separate Account
$43.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| b | — | — | — | $1.2B | 100.0% | |
| Company b Total common collective trusts | — | — | — | $897.2M | 76.3% | |
| Class R6 b Total mutual funds | — | — | — | $235.8M | 20.0% | |
| Common Collective Trusts * Fidelity Management Trust Fidelity Blue Chip Growth N/R | — | — | — | $209.0M | 17.8% | |
| FID BLUE CHP GR CP C FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $209.0M | 17.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $94.1M | 8.0% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $87.3M | 7.4% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $79.0M | 6.7% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $72.8M | 6.2% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $68.1M | 5.8% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $64.9M | 5.5% | |
| s * Fidelity Investments Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $61.2M | 5.2% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $59.0M | 5.0% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $51.1M | 4.3% | |
| Fidelity Investments Fidelity Contrafund K6 N/R | — | — | — | $47.7M | 4.1% | |
| MASS MUTUAL STABLE VALUE DIVERSIFIE MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 448 | Pooled Separate Account | — | — | $43.2M | 3.7% | |
| Company Great Gray Trust Company, Putnam Large Cap Value Fund R1 N/R | — | — | — | $40.2M | 3.4% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $40.2M | 3.4% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $28.8M | 2.4% | |
| Fidelity Investments Fidelity Total Bond K6 Fund N/R | — | — | — | $25.5M | 2.2% | |
| JP Morgan JP Morgan Mid Cap Growth Fund N/R | — | — | — | $22.1M | 1.9% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $17.5M | 1.5% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $15.9M | 1.4% | |
| Class R6 * Fidelity Investments Fidelity Global ex U.S. Index Fund N/R | — | — | — | $12.2M | 1.0% | |
| Fidelity Investments Fidelity Low-Priced Stock K6 Fund N/R | — | — | — | $9.9M | 0.8% | |
| American Funds American Funds New World R6 N/R | — | — | — | $9.1M | 0.8% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund N/R | — | — | — | $8.8M | 0.7% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $7.6M | 0.6% | |
| American Century American Century Small Cap Value N/R | — | — | — | $7.2M | 0.6% | |
| Fund R6 John Hancock John Hancock Funds Disciplined N/R | — | — | — | $7.1M | 0.6% | |
| Value Mid Cap Fund Class R6 Franklin Small Cap Growth Fund N/R | — | — | — | $6.8M | 0.6% | |
| Class R6 * Fidelity Investments Fidelity Small Cap Index Fund N/R | — | — | — | $6.6M | 0.6% | |
| Fidelity Investments Fidelity Middle Cap Index Fund N/R | — | — | — | $5.7M | 0.5% | |
| Principal High Yield Fund Class R-6 N/R | — | — | — | $3.1M | 0.3% | |
| Dodge & Cox Dodge & Cox Global Bond Fund N/R | — | — | — | $1.8M | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.1% | |
| Prudential Global Real Estate Fund N/R | — | — | — | $1.2M | <0.1% | |
| VANG INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $279K | <0.1% | |
| Insurance Company * Participant Loans Interest rates: 4.25% - 10.00% $0 | — | — | — | $118K | <0.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANG INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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