Plan Snapshot
- Plan Sponsor: C-A-L Stores Companies, INC.
- Sponsor EIN: 820427863
- Sponsor Address: P.O. BOX 1866, IDAHO FALLS, ID, 83403
- Plan Type: 401(k)
- Total Participants: 1,022
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 1,022 | $8.7M | $612,990 | $930,650 |
| 2022 | 877 | $8.0M | $583,198 | $933,091 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| POSTON, DENNEY & KILLPACK, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $121,184 | $31,880 | $82,926 | — | — |
| 2022 | $115,830 | $30,907 | $79,021 | — | — |