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Original filing (PDF)20250813063543NAL0007873427001
ST. HELEN AUTO AND HARDWARE INC.
Form 5500-SF
FILING_RECEIVED
KABAT RETIREMENT PLAN
401(k) retirement plan
Active participants
74
Accounts w/ balance
107
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. HELEN AUTO AND HARDWARE INC..
Plan sponsor
Name
ST. HELEN AUTO AND HARDWARE INC.
EIN
38-3324766
Address
725 W. APACHE TRAIL #3B · APACHE JUNCTION, AZ · 85120
Phone
(480) 983-9223
Industry
Retail Tradesee all
Plan administrator
Name
PENTEGRA SERICES, INC
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
2S · Automatic enrollment
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
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 providersRelated plans
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