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Original filing (PDF)20251006141745NAL0003750993001
CIK POWER DISTRIBUTORS, LLC
Form 5500
FILING_RECEIVED
CIK POWER 401(K) PLAN
401(k) retirement plan
Signals · 1
~89 bps in Sched C fees
Active participants
76
Accounts w/ balance
112
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 89 bps in Schedule C fees — 71% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIK POWER DISTRIBUTORS, LLC.
Plan sponsor
Name
CIK POWER DISTRIBUTORS, LLC
EIN
83-0425399
Address
240 WEST GROVE AVENUE · ORANGE, CA · 92865
Phone
(714) 938-0297
Industry
Admin Support & Waste Mgmtsee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
STEPHENS, REIDINGER & BELLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $25K | — |
| WEALTH RESCUE STRATEGIES, INC. | 86-0812057 | — | NONE | $14K | — |
Investments
13 direct securities· $4.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $971K | 22.2% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $754K | 17.3% | |
| Fidelity International Index Mutual Fund | — | — | — | $566K | 13.0% | |
| SSAF Standard Stable Asset Fund Group Annuity Contract | — | — | — | $374K | 8.6% | |
| Vanguard Equity-Income ADM Mutual Fund | — | — | — | $349K | 8.0% | |
| MFS Growth R6 Mutual Fund | — | — | — | $347K | 7.9% | |
| Vanguard Balanced Index ADM Mutual Fund | — | — | — | $315K | 7.2% | |
| Vanguard Small Cap Index ADM Mutual Fund | — | — | — | $239K | 5.5% | |
| Allspring Specl Midcap Value R6 Mutual Fund | — | — | — | $114K | 2.6% | |
| Notes Receivable from Participants ** Participant Loans | — | — | — | $114K | 2.6% | |
| JP Morgan Mid Cap Growth R6 Mutual Fund | — | — | — | $103K | 2.4% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $90K | 2.1% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $35K | 0.8% |
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