Original filing (PDF)20250131104523NAL0002176225001

CARDI'S DEPARTMENT STORE, INC. D/B/A CARDI'S FURNITURE

Name: CARDI'S DEPARTMENT STORE, INC. D/B/A CARDI'S FURNITURE — CARDI'S DEPARTMENT STORE, INC. 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: CARDI'S DEPARTMENT STORE, INC. D/B/A CARDI'S FURNITURE

Form 5500

FILING_RECEIVED

CARDI'S DEPARTMENT STORE, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

238

Accounts w/ balance

398

Plan assets (EOY)

$18.4M

Net assets (EOY)

$18.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (18th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARDI'S DEPARTMENT STORE, INC. D/B/A CARDI'S FURNITURE.

Plan sponsor

Name

CARDI'S DEPARTMENT STORE, INC. D/B/A CARDI'S FURNITURE

DBA

CARDI'S FURNITURE

EIN

05-0250316

Address

1 FURNITURE WAY · SWANSEA, MA · 02777

Phone

(508) 379-7510

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-31

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Service providers (Schedule C)

4 rows

Other service providers

Name	EIN	Location	Direct comp	Indirect comp
WASHINGTON TRUST COMPANY	—	WESTERLY, RI	$41K	—
NEW ENGLAND PENSION PLAN SYSTEMS	05-0515232	—	$13K	—
NEW ENGLAND INVESTMENT CONSULTANTS	20-5493811	—	$9K	—
MATRIX TRUST COMPANY	—	DENVER, CO	$8K	—

Investments

1 pooled fund· $549K(3% 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.