Original filing (PDF)20250912112736NAL0000754867001

CASH-WA DISTRIBUTING COMPANY OF KEARNEY, INC.

Name: CASH-WA DISTRIBUTING COMPANY OF KEARNEY, INC. — CASH-WA DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CASH-WA DISTRIBUTING COMPANY OF KEARNEY, INC.

Form 5500

FILING_RECEIVED

CASH-WA DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issuedNo recordkeeper disclosed

Active participants

821

Accounts w/ balance

456

Plan assets (EOY)

$41.9M

Net assets (EOY)

$41.9M

How this plan invests

This plan

9 collective trusts

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

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASH-WA DISTRIBUTING COMPANY OF KEARNEY, INC..

Plan sponsor

Name

CASH-WA DISTRIBUTING COMPANY OF KEARNEY, INC.

EIN

47-0499172

Address

401 WEST 4TH STREET · KEARNEY, NE · 68845

Phone

(308) 237-3151

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-12

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)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L	36-4317381	—	INV ADV, PARTICIPANTS	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY GLOBAL	26-4310632	—	INVESTMENT ADVISORY	$65K	—

Investments

9 pooled funds· $35.7M(85% 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.

			% of plan
AM CENT RETIRE DT 2055 TRUST I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001	Common Collective Trust	$26.1M	62.4%
PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001	Common Collective Trust	$2.6M	6.2%
GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001	Common Collective Trust	$2.4M	5.7%
PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001	Common Collective Trust	$2.3M	5.4%
PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001	Common Collective Trust	$1.2M	3.0%
PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001	Common Collective Trust	$786K	1.9%
PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001	Common Collective Trust	$151K	0.4%
PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001	Common Collective Trust	$132K	0.3%
PRIN/D&C INT BOND CIT N SEI TRUST COMPANY · EIN 47-6566265 / PN 001	Common Collective Trust	$23K	<0.1%