Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Caleres › plan 007
Caleres, Inc. Hourly 401(k) Savings Plan
- Sponsor Caleres
- Plan number 007
- Plan year 2024
- $1-10M in assets
- single-employer
Administrative expenses excluding investment management, per participant · Caleres, Inc. Hourly 401(k) Savings Plan · plan year 2024
$38.21
Higher than 26% of the 14,713 plans $1 to 10M that report it.
Source
= $111,648 / 2,922
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014131902NAL0004070336001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131902NAL0004070336001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Cost and contributions
Administrative expenses per participant
$38.21
Higher than 18% of the 15,210 plans $1 to 10M that report it.
Source
= $111,648 / 2,922
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131902NAL0004070336001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131902NAL0004070336001, received 2025-10-14
Administrative expenses as a share of assets
4.736%
Higher than 100% of the 15,243 plans $1 to 10M that report it.
Source
= $111,648 / $2,357,676
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131902NAL0004070336001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014131902NAL0004070336001, received 2025-10-14
Employer contributions per participant
not reported
Not reported on this filing.
Employer share of total contributions
not reported
Not reported on this filing.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014131902NAL0004070336001, received 2025-10-14
Full record, Caleres, Inc. Hourly 401(k) Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CALERES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Plan name | CALERES, INC. HOURLY 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Sponsor EIN / plan number | 43-0197190 / 007 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Sponsor location | SAINT LOUIS, MO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Industry (business code) | 448210, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Participants, beginning of year | 4,248 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Active participants | 4,349 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Participants, end of year | 4,540 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Participants with an account balance | 2,922 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Total assets, beginning of year | $0 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Total assets, end of year | $2,357,676 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Net assets, end of year | $2,357,676 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Total income | $2,848,594 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Net income | $2,357,676 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Participant contributions | $2,558,650 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $187,310 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Total contributions | $2,745,960 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Benefit payments | $379,270 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $490,918 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Total administrative expenses | $111,648 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Contract administrator fees | $111,648 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Administrative expenses excluding investment management | $111,648 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Held in mutual funds | $2,349,141 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014131902NAL0004070336001, received 2025-10-14 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014131902NAL0004070336001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014131902NAL0004070336001, received 2025-10-14.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $111,648 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014131902NAL0004070336001, received 2025-10-14.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.