How big is Stewart's Shops Corp.'s plan?

Stewart's Shops Corp.'s plan reported $896.8M in assets and 3,211 participants for 2024.

Original filing (PDF)20250729144135NAL0007847298001

Stewart's Shops Corp.

Name: Stewart's Shops Corp. — Stewart's Shops Corp., Form 5500 (2024)
Creator: Stewart's Shops Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Stewart's Shops Corp. Employee Stock Ownership Plan

Defined-contribution retirement plan · Stewart's Shops Corp.'s Stewart's Shops Corp. Employee Stock Ownership Plan held $896.8M in plan assets for 3,211 participants in 2024.

Signals · 2

30% in single holdingNo recordkeeper disclosed

Active participants

3,211

Accounts w/ balance

4,795

Plan assets (EOY)

$896.8M

Net assets (EOY)

$896.8M

People on this filing

Angela MASH signed Stewart's Shops Corp.'s 2024 Form 5500 as plan administrator.

Angela MASH — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stewart's Shops Corp.'s EIN is 14-1323607.

EIN 14-1323607

Plan number 001

Plan year 2024

ACK ID 20250729144135NAL0007847298001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stewart's Shops Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stewart's Shops Corp.'s plan includes a leveraged ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEWART'S SHOPS CORP.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

87% of assets in employer securities (concentration risk).

Plan sponsor

Name

STEWART'S SHOPS CORP

EIN

all filings

Address

PO BOX 435 · SARATOGA SPRINGS, NY · 128660435

Phone

(518) 581-1200

Industry

Supermarkets & Other Grocery Stores· Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2P · Leveraged ESOP

Audit & trust (Schedule H)

Auditor

BST & CO. CPA'S LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB TRUST BANK	82-3967259	—	N/A	$0	—
CHARLES SCHWAB & CO., INC.	94-1737782	—	N/A	$0	—

Investments

26 direct securities· $116.7M(13% of reported assets)

Mutual Funds

$72.8M

14 holdings

Cash / Money Market

$37.1M

2 holdings

Common Collective Trusts

$5.1M

4 holdings

Other securities

$807K

4 holdings

Bonds / Notes

$747K

1 holding

U.S. Treasuries

$57K

1 holding

					% of plan
Cash held for investment Cash	Cash / Money Market	—	$34.5M	$34.5M	3.9%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	$11.8M	$11.9M	1.3%
Vanguard Institutional Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	$11.2M	$11.3M	1.3%
Vanguard Institutional Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	$10.1M	$10.8M	1.2%
Vanguard Institutional Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	$6.5M	$7.2M	0.8%
Vanguard Institutional Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	$6.5M	$6.8M	0.8%
Vanguard Institutional Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	$5.8M	$5.6M	0.6%
Vanguard Institutional Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	$4.8M	$5.4M	0.6%
Vanguard Institutional Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	$4.7M	$5.2M	0.6%
Vanguard Institutional Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	$4.1M	$4.5M	0.5%
Vanguard Institutional Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	$2.9M	$3.4M	0.4%
Federated Capital Preservation Fund Collective Trust Fund	Common Collective Trusts	—	$2.7M	$2.7M	0.3%
Cash and cash equivalents Cash	Cash / Money Market	—	$2.6M	$2.6M	0.3%
Vanguard 500 Index Mutual Fund	Common Collective Trusts	—	$1.1M	$1.4M	0.2%
Participant notes receivable 4.25%-11.50% -	Bonds / Notes	—	—	$747K	<0.1%
Vanguard Growth Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	$527K	$697K	<0.1%
JPMorgan U.S. Equity Fund Class R-6 Mutual Fund	Other securities	—	$341K	$421K	<0.1%
American Fund American Balanced Fund Class R-6 Mutual Fund	Other securities	—	$287K	$338K	<0.1%
Vanguard Mid Cap Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	$290K	$333K	<0.1%
Vanguard Small Cap Value Index Mutual Fund	Mutual Funds	—	$222K	$303K	<0.1%
PIMCO Real Return Mutual Fund 402 T. Rowe Price Small-Cap Value Fund Mutual Fund	Mutual Funds	—	$184K	$189K	<0.1%
Dodge & Cox Income Fund Mutual Fund	Mutual Funds	—	$122K	$121K	<0.1%
Fidelity International Index Mutual Fund	Mutual Funds	—	$63K	$64K	<0.1%
Vanguard Interm Term US Treas Mutual Fund	U.S. Treasuries	—	$57K	$57K	<0.1%
Federated Mid Cap Index Mutual Fund	Other securities	—	$40K	$36K	<0.1%
Blackrock High Yield Bond Fund Mutual Fund	Other securities	—	$12K	$13K	<0.1%