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Original filing (PDF)20250714105231NAL0000634739001
CLASSY CLOSETS ETC., INC.
Form 5500
FILING_RECEIVED
CLASSY CLOSETS ETC., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~93 bps in Sched C fees
Active participants
137
Accounts w/ balance
131
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 93 bps in Schedule C fees — 78% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLASSY CLOSETS ETC., INC..
Plan sponsor
Name
CLASSY CLOSETS ETC., INC.
EIN
86-0617113
Address
1251 SOUTH NELSON DRIVE · CHANDLER, AZ · 85226
Phone
(480) 377-2671
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 42-1445429 | — | REGISTERED IN VESTMENT AD | $10K | — |
Investments
16 direct securities · 1 pooled fund· $7.1M(100% 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.
Uncategorized
$3.6M
16 holdings
Pooled Separate Account
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $3.5M | 96.1% | |
| 15 Charles Schwab Trust Bank Reliance Advisory Trust Investment 40 Port | — | — | — | $897K | 24.9% | |
| 18 Charles Schwab Trust Bank Reliance Advisory Trust Investment 80 Port | — | — | — | $767K | 21.3% | |
| 16 Charles Schwab Trust Bank Reliance Advisory Trust Investment 60 Port | — | — | — | $582K | 16.2% | |
| 17 Charles Schwab Trust Bank Reliance Advisory Trust Investment 70 Port | — | — | — | $259K | 7.2% | |
| 12 Charles Schwab Trust Bank Vanguard Total International Bond Index Fund ** 196 13 Charles Schwab Trust Bank Vanguard Wellington Fund | — | — | — | $241K | 6.7% | |
| 9 Charles Schwab Trust Bank Vanguard 500 Index Fund | — | — | — | $162K | 4.5% | |
| Notes Receivable from Participants Maturing at various times through 2030. -0- | — | — | — | $139K | 3.8% | |
| 11 Charles Schwab Trust Bank Vanguard Mid Cap Index Fund | — | — | — | $112K | 3.1% | |
| 10 Charles Schwab Trust Bank Vanguard LifeStrategy Growth Fund | — | — | — | $102K | 2.8% | |
| 8 Charles Schwab Trust Bank Fidelity Small Cap Index Fund | — | — | — | $99K | 2.7% | |
| 2 Charles Schwab Trust Bank American Funds 2035 Target Date Retirement Fund | — | — | — | $66K | 1.8% | |
| 6 Charles Schwab Trust Bank Baird Core Plus Bond Fund Institutional ** 192 7 Charles Schwab Trust Bank DFA Emerging Market Core Equity Portfolio | — | — | — | $53K | 1.5% | |
| 14 Charles Schwab Trust Bank Reliance Advisory Trust Investment 30 Port | — | — | — | $49K | 1.4% | |
| 5 Charles Schwab Trust Bank American Funds 2065 Target Date Retirement Fund | — | — | — | $35K | 1.0% | |
| 3 Charles Schwab Trust Bank American Funds 2040 Target Date Retirement Fund ** 461 4 Charles Schwab Trust Bank American Funds 2060 Target Date Retirement Fund | — | — | — | $34K | 1.0% | |
| 1 Charles Schwab Trust Bank American Funds 2020 Target Date Retirement Fund | — | — | — | $2K | <0.1% |
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