Plan Snapshot
- Plan Sponsor: C.A. Short Company, INC.
- Sponsor EIN: 560526145
- Sponsor Address: 4205 EAST DIXON BLVD, SHELBY, NC, 28152
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $11.6M
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. |
|---|---|---|---|---|
| 2024 | 95 | $11.6M | $88,651 | $510,286 |
| 2023 | 92 | $9.7M | $77,793 | $434,437 |
| 2022 | 87 | $7.8M | $75,766 | $402,564 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | 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 |
|---|---|---|---|---|---|
| 2024 | $14,065 | $622 | $13,443 | — | — |
| 2023 | $578 | $578 | — | — | — |
| 2022 | $25,170 | $671 | $24,499 | — | — |