Original filing (PDF)20250626120122NAL0021430370001

SCOTTS VALLEY MARKET

Name: SCOTTS VALLEY MARKET — SCOTT VALLEY MARKET 401(K), Form 5500 (2024)
Creator: SCOTTS VALLEY MARKET

Form 5500-SF

FILING_RECEIVED

SCOTT VALLEY MARKET 401(K)

401(k) retirement plan

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOTTS VALLEY MARKET.

Plan sponsor

Name

SCOTTS VALLEY MARKET

EIN

20-1101317

Address

14 VICTOR SQ · SCOTTS VALLEY, CA · 95066

Phone

(831) 438-4324

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

2025-06-26

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Supermarkets & Other Grocery Stores plans

ORLANDO BROTHERS, INC.

ORLANDO BROTHERS, INC. 401(K) PLAN

$4K · 16 participants

TRALE BRISTOL, INC.

TRALE BRISTOL, INC. 401(K) PLAN

$4K · 6 participants

S&A DISCOUNT GROCERY GREER LLC

S&A DISCOUNT GROCERY GREER 401(K) PLAN

$4K · 4 participants

FAMILY FOOT CARE CENTERSPC

FAMILY FOOT CARE CENTERS PC

$4K

VILLAGE MARKET AND GAS 2

$4K · 6 participants

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 2% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.