C-A-L Stores Companies 401(k) match, vesting and fees
What C-A-L Stores Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | NW Investment Consulting DBA Nwps | Schedule C ↗ |
| Independent auditor | Poston, Denney & Killpack, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $8.9M at the end of plan year 2021 to $8.7M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 1,412 | $8.7M | $613K | $671 | 1.46% | Not published | Form 5500 ↗ |
| 2022 | 1,181 | $8M | $583K | $709 | 1.37% | Not published | Form 5500 ↗ |
| 2021 | 1,065 | $8.9M | $515K | $652 | 1.22% | Not published | Form 5500 ↗ |
Common questions
Does C-A-L Stores Companies match 401(k) contributions?
The match terms for the C-A-L Stores Companies, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2023 filing reports $613K in employer contributions, about $671 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the C-A-L Stores Companies 401(k) match vested?
The vesting schedule for the C-A-L Stores Companies, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the C-A-L Stores Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is NW Investment Consulting DBA Nwps. The plan administrator is C-A-L Stores Companies, Inc..
I left C-A-L Stores Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (C-A-L Stores Companies, Inc., (208) 523-3359) or the recordkeeper, NW Investment Consulting DBA Nwps. The C-A-L Stores Companies old 401(k) page lists the contacts from every plan filing. Find an old C-A-L Stores Companies 401(k)
Data from the public Form 5500 annual reports C-A-L Stores Companies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with C-A-L Stores Companies. Not financial advice. Report a correction · Methodology