Original filing (PDF)20250715111837NAL0003155488001

CAAPS, LLC DBA SANTA FE SERVICE & SALES

Name: CAAPS, LLC DBA SANTA FE SERVICE & SALES — SANTA FE SERVICE & SALES, INC. SAVINGS PLAN, Form 5500 (2024)
Creator: CAAPS, LLC DBA SANTA FE SERVICE & SALES

Form 5500-SF

FILING_RECEIVED

SANTA FE SERVICE & SALES, INC. SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$358K

Net assets (EOY)

$358K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAAPS, LLC DBA SANTA FE SERVICE & SALES.

Plan sponsor

Name

CAAPS, LLC DBA SANTA FE SERVICE & SALES

EIN

33-1710577

Address

P.O. BOX 6706 · LEES SUMMIT, MO · 640649998

Phone

(816) 737-1920

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

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

SRE, LLC

BSR/SRE, LLC 401(K) PROFIT SHARING PLAN

$358K · 42 participants

TEMPERPACK TECHNOLOGIES, INC.

TEMPERPACK TECHNOLOGIES, INC. GROUP HEALTH BENEFIT PLAN

$357K · 119 participants

ZEAK & HARRING, INC.

ZEAK & HARRING, INC. 401(K) PLAN

$357K · 6 participants

RRDS, INC.

RRDS, INC. CASH BALANCE PLAN

$355K · 14 participants

AFFORDABLE REFRIGERATION, L.L.C.

AFFORDABLE REFRIGERATION 401(K) PLAN

$361K · 32 participants