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Original filing (PDF)20251013144612NAL0001543713001
ACCELERATE360 DISTRIBUTION, LLC
Form 5500
FILING_RECEIVED
ACCELERATE360 DISTRIBUTION, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,251
Accounts w/ balance
816
Plan assets (EOY)
$75.9M
Net assets (EOY)
$75.9M
How this plan invests
This plan
15 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
80
Participation health
80
Knocking points off
- 19 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCELERATE360 DISTRIBUTION, LLC.
Plan sponsor
Name
ACCELERATE360 DISTRIBUTION, LLC
EIN
84-3293568
Address
1962 WEST HIGHWAY 160 SUITE 102 · FORTMILL, SC · 297088059
Phone
(770) 863-9000
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $126K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPA | 22-2428965 | — | ACCOUNTANT | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
19 direct securities · 15 pooled funds· $75.9M(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.
Common Collective Trust
$58.7M
13 holdings
Uncategorized
$16.5M
19 holdings
Pooled Separate Account
$759K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $11.8M | 15.5% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $9.7M | 12.8% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $9.5M | 12.5% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $8.1M | 10.7% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $5.0M | 6.6% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.7M | 6.2% | |
| Vanguard Group Vanguard 500 Index Fund | — | — | — | $4.2M | 5.5% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $4.1M | 5.4% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.1M | 4.0% | |
| Pioneer Mutual Funds Pioneer Multi-Assett Ultrashort Income Fund | — | — | — | $2.8M | 3.7% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.8M | 2.3% | |
| American Funds Growth Fund of America | — | — | — | $1.6M | 2.2% | |
| Vanguard Group Vanguard Federal Money Market Investor Fund | — | — | — | $1.4M | 1.8% | |
| Vanguard Group Vanguard Value Index Fund | — | — | — | $982K | 1.3% | |
| Vanguard Group Vanguard Developed Markets Index Fund | — | — | — | $906K | 1.2% | |
| Vanguard Group Vanguard MidCap Value Index x Fund | — | — | — | $804K | 1.1% | |
| American Funds American Funds Strategic Bond Fund | — | — | — | $711K | 0.9% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $603K | 0.8% | |
| Vanguard Group Vanguard Small Cap Value Index Fund | — | — | — | $567K | 0.7% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | — | — | — | $505K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $487K | 0.6% | |
| Eagle Financial Services, Inc. Carillon Eagle Mid Cap Growth Fd | — | — | — | $450K | 0.6% | |
| American Funds American Balanced Fund | — | — | — | $394K | 0.5% | |
| American Funds New World Fund Inc | — | — | — | $347K | 0.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $273K | 0.4% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $269K | 0.4% | |
| PIMCO Funds PIMCO Global Bond Opportunities Fund U.S. Dollar-Hedged | — | — | — | $263K | 0.3% | |
| Amana Growth Fund | — | — | — | $186K | 0.2% | |
| Kaufmann Federated Hermes Kaufmann Small Cap Fund | — | — | — | $184K | 0.2% | |
| Amana Developing World Fund | — | — | — | $78K | 0.1% | |
| Columbia Threadneedle Columbia Dividend Income Fund | — | — | — | $69K | <0.1% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $66K | <0.1% | |
| Amana Participation Fund | — | — | — | $53K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $59 | <0.1% |
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