Original filing (PDF)20241015170712NAL0015142643001

C-A-L STORES COMPANIES, INC.

Name: C-A-L STORES COMPANIES, INC. — C-A-L STORES COMPANIES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: C-A-L STORES COMPANIES, INC.

Form 5500

FILING_RECEIVED

C-A-L STORES COMPANIES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

~140 bps in Sched C feesNo recordkeeper disclosed

Active participants

1,022

Accounts w/ balance

914

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

How this plan invests

This plan

1 collective trust

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

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C-A-L STORES COMPANIES, INC..

Plan sponsor

Name

C-A-L STORES COMPANIES, INC.

EIN

82-0427863

Address

P.O. BOX 1866 · IDAHO FALLS, ID · 83403

Phone

(208) 523-3359

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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
ASCENT RETIREMENT ADVISORS LLC	92-2376178	—	NONE	$32K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NW INVESTMENT CONSULTING DBA NWPS	91-2090931	—	NONE	$83K	—
CHARLES SCHWAB TRUST BANK

Investments

1 pooled fund· $84K(1% 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.