Retirement plan

REPUBLIC NATIONAL 401(K) PLAN

Name: REPUBLIC NATIONAL DISTRIBUTING COMPANY - REPUBLIC NATIONAL 401(K) PLAN (2024) Form 5500
Creator: REPUBLIC NATIONAL DISTRIBUTING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REPUBLIC NATIONAL 401(K) PLAN, REPUBLIC NATIONAL DISTRIBUTING COMPANY

REPUBLIC NATIONAL DISTRIBUTING COMPANYEIN 20-5543506Plan #004PY 2024

ONE NATIONAL DRIVE - ATLANTA, GA 30336404-696-9400LinkedIn1-10 employeesinvestment management

Prospect flagsFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed January 3, 2012

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$1495.2M

+9.8% from 2023

Total participants

14,821

-1.7% from 2023

Average account balance

$104,698

+12.5% from 2023

Annual return

14.99%

-6.72 pp from 2023

Benchmarks

See 43 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants>=10,000

Cohort43 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$1.50B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$105K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

14,281

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.99%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$88

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 6 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907	Recordkeeping	$926,621
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243	Advisory (Participants)	$321,294
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES INC Service code 27 400 GALLERIA PARKWAY, SUITE 1800 · ATLANTA, GA 30339	Advisory (Plan)	$91,000
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON LLC Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326	Accounting	$31,500
HAGEN, KURTH, PERMAN & CO., PS2 years Filed as: HAGEN, KURTH, PERMAN & CO, PS Service code 99 1111 3RD AVE STE 800 · SEATTLE, WA 981013216	Other Fees	$24,200
QDRO CONSULTANTS COMPANY, LLC8 years Service code 16 · EIN 34-1820650	Consulting	$2,700

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$111 / participant

Recordkeeping$792K62.7%
Investment mgmt$436K34.6%
Other / not subdivided$34K2.7%

% of EOY assets

0.084%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WINDHAM BRANNON, LLC
Auditor EIN: 581763439
Audit fees: $31,500
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$104,698

$96,807+8.2%

$164,813-36.5%

$106,382-1.6%

Participation rate

95.3%

79.1%+16.2pp

78.6%+16.7pp

69.9%+25.4pp

Annual return

14.99%

17.39%-2.4pp

69.93%-54.9pp

17.37%-2.4pp

Employer contribution / active EE

$2,415

$2,888-16.4%

$4,341-44.4%

$3,364-28.2%

Participant deferral / active EE

$6,840

$5,055+35.3%

$6,031+13.4%

$5,569+22.8%

Admin fee / account holder

$88

$66+34.4%

$12,690-99.3%

$79+11.6%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 15 · EIN 84-0467907

Recordkeeping

$926,621

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 26 · EIN 84-1532243

Advisory (Participants)

$321,294

LCG ASSOCIATES, INC.1 year

Filed as: LCG ASSOCIATES INC

Service code 27

400 GALLERIA PARKWAY, SUITE 1800 · ATLANTA, GA 30339

Advisory (Plan)

$91,000

WINDHAM BRANNON1 year

Filed as: WINDHAM BRANNON LLC

Service code 10

3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326

Accounting

$31,500

HAGEN, KURTH, PERMAN & CO., PS2 years

Filed as: HAGEN, KURTH, PERMAN & CO, PS

Service code 99

1111 3RD AVE STE 800 · SEATTLE, WA 981013216

Other Fees

$24,200

QDRO CONSULTANTS COMPANY, LLC8 years

Service code 16 · EIN 34-1820650

Consulting

$2,700

REPUBLIC NATIONAL 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REPUBLIC NATIONAL 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion