Plan Snapshot
- Plan Sponsor: Caffey Distributing Company, INC.
- Sponsor EIN: 560732444
- Sponsor Address: 8749 WEST MARKET STREET, GREENSBORO, NC, 274099653
- Plan Type: 401(k)
- Total Participants: 421
- Total Assets: $17.2M
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 | 421 | $17.2M | $389,542 | $1.5M |
| 2023 | 391 | $15.0M | $292,404 | $1.1M |
| 2022 | 357 | $12.6M | $367,121 | $955,678 |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & COMPANY LLP — Auditor
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 | $81,488 | $25,000 | $56,488 | — | — |
| 2023 | $69,163 | — | $69,163 | — | — |
| 2022 | $67,811 | $5,000 | $47,817 | — | $14,994 |