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Original filing (PDF)20250915153615NAL0001568032001
EAT IS OWNED BY ELI ZABAR INC.
Form 5500
FILING_RECEIVED
EAT 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
438
Accounts w/ balance
101
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Dryden S&P 500 Index Fund Pooled separate account" is 30% of plan.
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 23% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAT IS OWNED BY ELI ZABAR INC..
Plan sponsor
Name
EAT IS OWNED BY ELI ZABAR INC.
EIN
13-2748251
Address
426 EAST 91ST STREET 2ND FLOOR · NEW YORK, NY · 101286802
Phone
(212) 772-2011
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER PLLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | — | PHILADELPHIA, PA | INVESTMENT ADVISOR | $36K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $239 | — |
Investments
18 direct securities · 1 pooled fund· $13.0M(82% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.1M
18 holdings
Pooled Separate Account
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $4.0M | 24.9% | |
| American Funds New Perspective R6 Fund Mutual fund | — | — | — | $1.7M | 10.6% | |
| Fidelity Contrafund Fund " | — | — | — | $1.4M | 9.1% | |
| Vanguard Total Bond Market Index Admiral Fund " | — | — | — | $1.2M | 7.7% | |
| Franklin Small Cap Value R6 Fund " | — | — | — | $992K | 6.2% | |
| Vanguard Target Retirement 2030 Investor Fund " | — | — | — | $944K | 5.9% | |
| Vanguard Mid Cap Index Admiral Fund " | — | — | — | $879K | 5.5% | |
| AMG Yacktman I Fund " | — | — | — | $555K | 3.5% | |
| BlackRock Health Sciences Opportunities K Fund " | — | — | — | $394K | 2.5% | |
| Vanguard Total International Stock Index Admiral Fund " | — | — | — | $232K | 1.5% | |
| Dodge & Cox Stock I Fund " | — | — | — | $208K | 1.3% | |
| Vanguard Target Retirement 2040 Investor Fund " | — | — | — | $129K | 0.8% | |
| PGIM Total Return Bond R6 Fund " | — | — | — | $117K | 0.7% | |
| Vanguard Target Retirement 2050 Investor Fund " | — | — | — | $89K | 0.6% | |
| Vanguard Real Estate Index Admiral Fund " | — | — | — | $67K | 0.4% | |
| Vanguard Target Retirement 2020 Investor Fund " | — | — | — | $32K | 0.2% | |
| Dodge & Cox International Stock I Fund " | — | — | — | $23K | 0.1% | |
| Vanguard Emerging Markets Stock Index Admiral Fund " | — | — | — | $22K | 0.1% | |
| Vanguard Target Retirement 2060 Investor Fund " | — | — | — | $11K | <0.1% |
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