Plan Snapshot
- Plan Sponsor: Caleres, INC.
- Sponsor EIN: 430197190
- Sponsor Address: 8300 MARYLAND AVE, ST LOUIS, MO, 63105
- Plan Type: DB
- Total Participants: 3,081
- Total Assets: $312.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,081 | $312.0M | $0 | $0 |
| 2023 | 3,154 | $343.7M | $0 | $0 |
| 2022 | 3,094 | $333.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $907,432 | — | $907,432 |
| LEGAL & GENERAL INVESTMENT MGMT | Other Service Provider | $504,260 | — | $504,260 |
| ROBECO | Other Service Provider | $340,377 | — | $340,377 |
| TRUIST | Custodian / Trustee | $287,299 | — | $287,299 |
| DODGE & COX | Other Service Provider | $221,322 | — | $221,322 |
| CAP TRUST FINANCIAL ADVISORS | Other Service Provider | $86,550 | — | $86,550 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,347,240
- Estimated Expense Ratio: 0.752% of plan assets
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 | $3,186,735 | $1,158,351 | $287,298 | — | — |
| 2023 | $3,016,398 | $1,184,526 | $307,479 | — | — |
| 2022 | $2,602,547 | $1,026,187 | $340,646 | — | $520,714 |