Original filing (PDF)20251002073834NAL0000144113001

LM ACQUISITION, INC.

Name: LM ACQUISITION, INC. — NEIGHBORHOOD FRESH EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: LM ACQUISITION, INC.

Form 5500

FILING_RECEIVED

NEIGHBORHOOD FRESH EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

107

Accounts w/ balance

118

Plan assets (EOY)

$760K

Net assets (EOY)

-$5.2M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

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

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LM ACQUISITION, INC..

Plan sponsor

Name

LM ACQUISITION, INC.

EIN

20-2858228

Address

7318 INTERNATIONAL DR. STE A · HOLLAND, OH · 43528

Phone

(419) 865-4610

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

2025-10-02

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $760K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	LM Acquisition, Inc. Common Stock - 1,000,000 shares	—	—	$6.9M	$760K	100.0%

Related plans

Similar-size Supermarkets & Other Grocery Stores plans

MOSS FOODS, INC.

MOSS FOODS 401(K) PLAN

$762K · 21 participants

KAZMAIER'S, INC.

KAZMAIERS, INC. RETIREMENT SAVINGS PLAN

$758K · 18 participants

F.J. BOARMAN & SON INC

BOARMAN'S MEAT MARKET 401K PLAN

$757K · 17 participants

MOSCOW FOOD CO-OP

MOSCOW FOOD CO-OP 401(K) PLAN

$756K · 41 participants

GRUMPY, LLC II

GRUMPY, LLC SAVINGS PLAN II

$765K · 52 participants