Back to filter
Original filing (PDF)20240724142910NAL0008257827001
CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC.
Form 5500
FILING_RECEIVED
CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC.
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
362
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 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
207 W 2ND ST STE 3 · OTTUMWA, IA · 525012569
Phone
(573) 693-9564
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-24
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
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
MOBILI CABINETRY & DESIGNS LLC
MOBILI CABINETRY & DESIGNS LLC 401(K) PLAN
$0
REELSUPPPPLIESLLC
REELSUPPLIESLLC401(K)PLAN
$0 · 4 participants
EXCITE ROC LLC
EXCITE ROC LLC 401(K) PLAN
$0
INDUSTRIAL SALES COMPANY, INC.
INDUSTRIAL SALES COMPANY, INC. PROFIT SHARING PLAN AND TRUST
$0
SALISBURY BRICK COMPANY INC.
SALISBURY BRICK COMPANY INC. 401(K) PLAN
$0
CENTRAL LUMBER & SUPPLY
CENTRAL LUMBER & SUPPLY MEDOVA LIFESTYLE HEALTH PLAN
$0
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