Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$24.8M
Filings through .
Karl's, Inc.
EIN 46-0307274retailLatest filing 2025
Plans
6
Retirement
2
$31.8M assets
Health & Benefits
4
$3.3M premiums
Participants
1,775
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $31.8M assets / 862 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$24.8M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $3.3M premiums / 771 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$3.2M
- Dental$157K
- Vision$24K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KARL'S, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$24.8M
Participants413
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KARL'S, INC. 401(K) PLAN
401(k)
Assets$7.0M
Participants449
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
KARLS INC HEALTHCARE BENEFIT PLAN
Self-funded - WELLMARK BLUE CROSS & BLUE SHIELD OF SOUTH DAKOTA
Premiums$3.2M
Covered lives264
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
KARLS INC DENTAL PLAN
Fully insured - DELTA DENTAL
Premiums$157K
Covered lives290
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
KARLS INC VISION PLAN
Fully insured - AVESIS
Premiums$24K
Covered lives217
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
KARLS INC CAFETERIA PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KARL'S, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $24.8M | 413 | 2025 |
| #002 | KARL'S, INC. 401(K) PLAN | 401(k) | $7.0M | 449 | 2025 |
- #001 · ESOP · 2025413
- #002 · 401(k) · 2025449
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | KARLS INC HEALTHCARE BENEFIT PLAN | Self-funded | WELLMARK BLUE CROSS & BLUE SHIELD OF SOUTH DAKOTA | $3.2M | 264 | 2025 |
| #503 | KARLS INC DENTAL PLAN | Fully insured | DELTA DENTAL | $157K | 290 | 2025 |
| #504 | KARLS INC VISION PLAN | Fully insured | AVESIS | $24K | 217 | 2025 |
| #501 | KARLS INC CAFETERIA PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Self-funded · WELLMARK BLUE CROSS & BLUE SHIELD OF SOUTH DAKOTA · 2025264
- #503 · Fully insured · DELTA DENTAL · 2025290
- #504 · Fully insured · AVESIS · 2025217
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans