# Carolina Wholesale Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carolina-wholesale-group-inc-401k-plan

> Carolina Wholesale Group, INC.'s 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carolina Wholesale Group, INC.

- **Sponsor EIN:** 201365612

- **Sponsor Address:** 1616 LAKESIDE DRIVE, WAUKEGAN, IL, 60085

- **Plan Type:** 401(k)

- **Total Participants:** 165

- **Total Assets:** $22.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|165|$22.0M|$190,428|$713,308|

| 2023|202|$20.6M|$201,091|$723,688|

| 2022|251|$16.3M|$178,130|$610,358|

## 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 LLP|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|$73,296|—|$71,100|—|—|

| 2023|$78,610|—|$62,278|—|—|

| 2022|$59,425|—|$59,425|—|—|

## Similar Plans

- [Rational Cooking Systems, INC.](https://planprovider.pro/companies/rational-cooking-systems-inc-401k-plan) — 160 participants

- [Edward Don & Company](https://planprovider.pro/companies/edward-don-company-401k-plan) — 116 participants

- [Electric Supply & Equipment Company](https://planprovider.pro/companies/electric-supply-equipment-company-401k-plan) — 116 participants

- [Data Business Equipment, INC.](https://planprovider.pro/companies/data-business-equipment-inc-401k-plan) — 217 participants

- [Planmeca Usa, INC.](https://planprovider.pro/companies/planmeca-usa-inc-401k-plan) — 242 participants

- [Safco Dental Supply LLC](https://planprovider.pro/companies/safco-dental-supply-llc-401k-plan) — 88 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carolina-wholesale-group-inc-401k-plan)

© 2026 PlanProvider.Pro