Back to filter
Original filing (PDF)20251014100857NAL0001204915001
CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC.
Form 5500
FILING_RECEIVED
CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
333
Accounts w/ balance
380
Plan assets (EOY)
$52.1M
Net assets (EOY)
$36.5M
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC..
Plan sponsor
Name
CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC.
EIN
42-1190085
Address
2453 N COURT ST · OTTUMWA, IA · 52501
Phone
(641) 683-1888
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
MARTENS & COMPANY, CPA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Retail Trade plans
FENCING SUPPLY GROUP ACQUISITION, LLC
FENCING SUPPLY GROUP 401(K) PLAN
$51.2M · 1,065 participants
PUERTO RICO SUPPLIES GROUP, INC.
PUERTO RICO SUPPLIES GROUP RETIREMENT AND SAVINGS PLAN
$48.1M · 903 participants
SCHERER BROS. LUMBER CO.
SCHERER BROS LUMBER CO 401K PROFIT SHARING PLAN
$47.7M · 193 participants
HANCOCK LUMBER COMPANY, INC.
HANCOCK LUMBER COMPANY, INC. PROFIT SHARING/401(K) PLAN
$47.0M · 626 participants
KUIKEN BROTHERS CO. INC
KUIKEN BROTHERS COMPANY INC., 401(K) PROFIT SHARING PLAN & TRUST
$57.8M · 312 participants
STAR LUMBER & SUPPLY COMPANY, INC.
STAR LUMBER & SUPPLY COMPANY, INC. 401(K) PLAN
$45.0M · 440 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B