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Original filing (PDF)20250814152507NAL0005480451001
WAKEFERN FOOD CORP.
Form 5500
FILING_RECEIVED
WAKEFERN PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
355
Accounts w/ balance
—
Plan assets (EOY)
$140.8M
Net assets (EOY)
$140.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAKEFERN FOOD CORP..
Plan sponsor
Name
WAKEFERN FOOD CORP.
EIN
22-1434516
Address
5000 RIVERSIDE DRIVE · KEASBEY, NJ · 08832
Phone
(908) 527-3300
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST | 36-2723087 | — | CUSTODIAN | $172K | — |
Investments
1 pooled fund· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LEGAL & GENERAL S&P 500 CIT FUND LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA · EIN 35-7085469 / PN 005 | Common Collective Trust | $0 | <0.1% |
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