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Original filing (PDF)20251013153150NAL0003482402001
DASH MARKETS INC.
Form 5500
FILING_RECEIVED
DASH MARKETS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
185
Accounts w/ balance
155
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DASH MARKETS INC..
Plan sponsor
Name
DASH MARKETS INC.
EIN
16-0928497
Address
1726 HERTEL AVENUE · BUFFALO, NY · 14216
Phone
(716) 834-0246
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHEN AND COMPANY LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | ERIE, PA | TPA/RECORDKEEPER | $17K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST BANK | — | ERIE, PA | TRUSTEE | $15K | — |
Investments
24 direct securities · 1 pooled fund· $7.1M(100% 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
$4.5M
24 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIREMENT DATE TRUST AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.6M | 58.8% | |
| American Century One Choice 2025 I Collective Trust Fund | — | — | — | $726K | 16.3% | |
| American Century One Choice 2045 I Collective Trust Fund | — | — | — | $644K | 14.4% | |
| T. Rowe Price Blue Chip Growth Mutual Fund | — | — | — | $622K | 14.0% | |
| American Century One Choice In Ret I Collective Trust Fund | — | — | — | $470K | 10.5% | |
| American Century One Choice 2035 I Collective Trust Fund | — | — | — | $353K | 7.9% | |
| American Century One Choice 2055 Collective Trust Fund | — | — | — | $288K | 6.4% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $273K | 6.1% | |
| Diamond Hill Large Cap Y Mutual Fund | — | — | — | $185K | 4.1% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $169K | 3.8% | |
| Federated Hermes Total Return Bond IS Mutual Fund | — | — | — | $126K | 2.8% | |
| T Rowe Price Integrated US Small-Cap Growth Equity Inv Mutual Fund | — | — | — | $124K | 2.8% | |
| Harding Loevner International Eq Instl Mutual Fund | — | — | — | $99K | 2.2% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | — | — | — | $72K | 1.6% | |
| Victory Sycamore Established Value R6 Mutual Fund | — | — | — | $54K | 1.2% | |
| Undiscovered Managers Behavioral Val L Mutual Fund | — | — | — | $52K | 1.2% | |
| American Century One Choice 2060 I Collective Trust Fund | — | — | — | $40K | 0.9% | |
| Federated Hermes Prime Cash Oblig WS Money Market Fund | — | — | — | $35K | 0.8% | |
| American Century One Choice 2065 I Collective Trust Fund | — | — | — | $31K | 0.7% | |
| American Century One Choice 2040 I Collective Trust Fund | — | — | — | $27K | 0.6% | |
| American Century One Choice 2030 I Collective Trust Fund | — | — | — | $24K | 0.5% | |
| American Century One Choice 2050 I Collective Trust Fund | — | — | — | $19K | 0.4% | |
| Vanguard Short-Term Investment-Grade Adm Mutual Fund | — | — | — | $12K | 0.3% | |
| Participant Loans Maturing through April 2027 $0 | — | — | — | $9K | 0.2% | |
| JPMorgan Emerging Markets Equity Fund CI L Mutual Fund | — | — | — | $7K | 0.2% |
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