# C.A. Short Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/c-a-short-company-inc-401k-plan

> C.A. Short Company, INC.'s 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Lexitas Pharma Services, INC.](https://planprovider.pro/companies/lexitas-pharma-services-inc-401k-plan) — 93 participants

- [Bowe Systec North America](https://planprovider.pro/companies/bowe-systec-north-america-401k-plan) — 105 participants

- [Surgical Specialists Of Charlo](https://planprovider.pro/companies/surgical-specialists-of-charlo-401k-plan) — 83 participants

- [Issuer Direct Corporation](https://planprovider.pro/companies/issuer-direct-corporation-401k-plan) — 75 participants

- [Bavarian Nordic, INC.](https://planprovider.pro/companies/bavarian-nordic-inc-401k-plan) — 115 participants

- [Global Medical Imaging, LLC](https://planprovider.pro/companies/global-medical-imaging-llc-401k-plan) — 75 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/c-a-short-company-inc-401k-plan)

© 2026 PlanProvider.Pro