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Original filing (PDF)20251007095507NAL0007661344001
SHOPRITE SUPERMARKETS, INC.
Form 5500
FILING_RECEIVED
SHOPRITE SUPERMARKETS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
511
Accounts w/ balance
607
Plan assets (EOY)
$74.9M
Net assets (EOY)
$74.9M
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)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHOPRITE SUPERMARKETS, INC..
Plan sponsor
Name
SHOPRITE SUPERMARKETS, INC.
EIN
22-1705981
Address
176 NORTH MAIN STREET · FLORIDA, NY · 10921
Phone
(845) 651-4411
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
2025-10-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | — | RECORDKEEPER | $50K | — |
Investments
23 direct securities · 1 pooled fund· $74.0M(99% 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
$71.7M
23 holdings
Pooled Separate Account
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mass Mutual Fixed Income Guaranteed Option SAGIC Diversified Bond Fund, at contract value | — | — | — | $14.5M | 19.3% | |
| Mass Mutual MASSMUTUAL BLUE CHIP GROWTH SERVICE | — | — | — | $10.0M | 13.4% | |
| Mass Mutual MM S&P 500 INDEX ADM | — | — | — | $6.9M | 9.2% | |
| T Rowe Price T. ROWE PRICE SPECTRUM DIVERSIFIED EQ INV | — | — | — | $5.7M | 7.5% | |
| Mass Mutual MASSMUTUAL MID CAP GROWTH SERVICE | — | — | — | $5.2M | 6.9% | |
| Columbia SMALL CAP INDEX A | — | — | — | $4.6M | 6.1% | |
| JP Morgan Chase JPMORGAN SMARTRETIREMENT 2030 I | — | — | — | $3.6M | 4.8% | |
| Mass Mutual MASSMUTUAL TOTAL RETURN BOND SVC | — | — | — | $3.6M | 4.8% | |
| JP Morgan Chase JPMORGAN SMARTRETIREMENT 2035 I | — | — | — | $3.0M | 4.1% | |
| LARGE CAP GROWTH/ JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $2.3M | 3.0% | |
| JP Morgan Chase JPMORGAN SMARTRETIREMENT 2025 I | — | — | — | $1.8M | 2.4% | |
| JP Morgan Chase JPMORGAN SMARTRETIREMENT 2050 I | — | — | — | $1.6M | 2.2% | |
| JP Morgan Chase JPMORGAN SMARTRETIREMENT 2055 I | — | — | — | $1.5M | 2.0% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GR R4 | — | — | — | $1.4M | 1.9% | |
| Invesco SMALL CAP VALUE A | — | — | — | $1.3M | 1.7% | |
| JP Morgan Chase JPMORGAN SMARTRETIREMENT 2040 I | — | — | — | $1.3M | 1.7% | |
| Mass Mutual MASSMUTUAL DIVERSIFIED VALUE | — | — | — | $1.2M | 1.7% | |
| Note receivable from participants Interest Rates 3.25-8.50% - | — | — | — | $1.1M | 1.4% | |
| JP Morgan Chase JPMORGAN SMARTRETIREMENT 2045 I | — | — | — | $980K | 1.3% | |
| JP Morgan Chase JPMORGAN SMARTRETIREMENT 2020 I | — | — | — | $886K | 1.2% | |
| PIMCO HIGH YIELD A | — | — | — | $747K | 1.0% | |
| American Funds AMERICAN FUNDS NEW WORLD FUND R4 | — | — | — | $368K | 0.5% | |
| JP Morgan Chase JPMORGAN SMARTRETIREMENT INCOME I | — | — | — | $259K | 0.3% | |
| Franklin Templeton Investments TEMPLETON GLOBAL BOND A | — | — | — | $228K | 0.3% |