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Department of Labor filing

CA FORTUNE

CA FORTUNE 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

35filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$977

Reported employer contributions per active participant.

Higher than about 30% of comparable plans
#People in the filing
500

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$104 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 46% of comparable plans
↗Investment performance
Not available

Plan assets changed 25.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202435out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions30th percentileTypical peer $1,841 · based on 9,983 comparable plans
Lower reported administrative expense46th percentileTypical peer $97 · based on 10,194 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CA FORTUNE reported $488,352 in employer contributions across the plan and 500 active participants. That works out to $977 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy86%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 17.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context35/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$488,352
Participant contributions
$2,515,311
Other contributions
$672,006
Employer share of reported contributions
16.3%
Beginning assets
$14,044,473
Ending assets
$17,685,880
Ending net assets
$17,685,880
Ending liabilities
$0
Total income
$5,880,392
Total expenses
$2,238,985
Administrative expenses
$42,588
Participant loans
$313,237

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$977
2023
$1,137
2024
$977
Plan-paid administrative expenses per participant
2022
$89
2023
$105
2024
$104
Active participants
2022
360
2023
382
2024
500
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$97750017.7M20251010052629NAL0004366643001
2023$1,13738214M20241009141120NAL0038108082001
2022$97736011M20231016093955NAL0075205986001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.8%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
611749071-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2022
Industry
Wholesale trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E3D2G2J2K2F2T3F3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
CHARLES SCHWAB & CO., INC.2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, IN2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
METROPOLITAN LIFE2024Not reportedunknown
METROPOLITAN WEST FUNDS2024Not reportedunknown
NUVEEN INVESTMENTS2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251010052629NAL0004366643001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗