Original filing (PDF)20241011140546NAL0022006769001

MATERIALS DIRECT, LLC

Name: MATERIALS DIRECT, LLC — MATERIALS DIRECT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MATERIALS DIRECT, LLC

Form 5500-SF

FILING_RECEIVED

MATERIALS DIRECT, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATERIALS DIRECT, LLC.

Plan sponsor

Name

MATERIALS DIRECT, LLC

EIN

83-2658476all filings

Address

5912 NORTH BURDICK STREET · EAST SYRACUSE, NY · 13057

Phone

(315) 656-7271

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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