Cavalier Distributing Company, Inc. 401(k) Plan: Login, Facts & Contact Information

Cavalier Distributing Company, Inc. 401(k) Plan Facts

Plan name
CAVALIER DISTRIBUTING RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CAVALIER DISTRIBUTING COMPANY, INC.
Participants
507 (331 active employees)
Former employees with a balance
212
Plan assets
$11,401,407 at Dec 31, 2024
Average account balance
$21,512 across 530 accounts
Employer contributions
$677,971 in plan year 2024 (42% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2014
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.60 million went into the plan in contributions, $677,971 of it from the employer (42%).
  • $823,037 was paid out to participants.
  • Investment and other income added $1.36 million.
  • Administrative expenses were $39,937, about $75 per account.

How the Cavalier Distributing Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019549$4.34 million$468,385$610,233
2020460$5.84 million$520,357$387,077
2021486$7.43 million$558,756$661,696
2022596$7.08 million$626,311$507,044
2023673$9.33 million$632,755$887,275
2024507$11.4 million$677,971$823,037

Cavalier Distributing Company, Inc. 401(k) Contact Information

Phone
513-247-9222
Mailing address
4650 LAKE FOREST DRIVE SUITE 580, BLUE ASH OH 45242
Plan sponsor
CAVALIER DISTRIBUTING COMPANY, INC.
Employer identification number (EIN)
31-1356420
Plan number
002

Questions about the Cavalier Distributing Company, Inc. 401(k)

Does Cavalier Distributing Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $677,971, 42% of all contributions.

Does the Cavalier Distributing Company, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Cavalier Distributing Company, Inc 401(k) plan?

507 participants at the start of plan year 2024, 331 of them active employees, and 212 former employees who still had money in the plan.

What is the average 401(k) balance at Cavalier Distributing Company, Inc?

About $21,512 per account: $11.4 million in plan assets across 530 accounts with a balance at the end of plan year 2024.

Who manages the Cavalier Distributing Company, Inc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Cavalier Distributing Company, Inc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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