Michael McCormick signed Saker Shoprites, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saker Shoprites, Inc.'s EIN is 22-1729304.
Download the official 2024 Form 5500 (PDF) for Saker Shoprites, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saker Shoprites, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MORGAN STANLEY DEAN WITTER | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $16.4M | 15.5% | |
| Diversified Institutional Stable Pooled Fund | Other securities | — | — | $13.8M | 13.0% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $13.8M | 13.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $11.6M | 10.9% | |
| T. Rowe Price Retirement I 2030 I | Other securities | — | — | $7.4M | 7.0% | |
| BlackRock Equity Dividend Instl | Other securities | — | — | $7.1M | 6.7% | |
| T. Rowe Price Retirement I 2050 I | Other securities | — | — | $5.4M | 5.1% | |
| T. Rowe Price Retirement I 2040 I | Other securities | — | — | $5.1M | 4.8% | |
| T. Rowe Price Retirement I 2025 I | Other securities | — | — | $3.5M | 3.3% | |
| T. Rowe Price Retirement I 2035 I | Other securities | — | — | $3.1M | 2.9% | |
| American Funds EuroPacific Growth R4 | Mutual Funds | — | — | $2.7M | 2.5% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $2.6M | 2.5% | |
| BlackRock Health Sciences Opportunities Inv A | Other securities | — | — | $2.4M | 2.3% | |
| Mid Cap Value R6 | Other securities | — | — | $2.3M | 2.2% | |
| T. Rowe Price Retirement I 2020 I | Other securities | — | — | $2.3M | 2.2% | |
| Notes receivable from participants | Other securities | — | — | $2.1M | 2.0% | |
| Global Select I | Other securities | — | — | $2.1M | 1.9% | |
| COLUMBIA TRUST SMALL CAP VAL 1 COLUMBIA · EIN 87-2073129 / PN 165 | Common Collective Trust | — | — | $1.9M | 1.8% | |
| T. Rowe Price Retirement I 2055 I | Other securities | — | — | $1.9M | 1.8% | |
| Pimco Income Instl | Mutual Funds | — | — | $1.7M | 1.6% | |
| T. Rowe Price Retirement I 2045 I | Other securities | — | — | $1.7M | 1.6% | |
| Prudential Total Return Bond Z | Other securities | — | — | $1.7M | 1.6% | |
| BNY Mellon Small Cap Gr I | Other securities | — | — | $1.7M | 1.6% | |
| Franklin Utilities Adv | Mutual Funds | — | — | $977K | 0.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $881K | 0.8% | |
| JPMorgan Government Bond 1 | U.S. Treasuries | — | — | $847K | 0.8% | |
| T. Rowe Price Retirement I 2060 I | Other securities | — | — | $765K | 0.7% | |
| iShares MSCI EAFE Intl Idx K | Common Collective Trusts | — | — | $566K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $533K | 0.5% | |
| T. Rowe Price Retirement I 2015 I | Other securities | — | — | $504K | 0.5% | |
| T. Rowe Price Retirement I 2010 I | Other securities | — | — | $224K | 0.2% | |
| T. Rowe Price Retirement I 2065 I | Other securities | — | — | $165K | 0.2% | |
| T. Rowe Price Retirement Balanced I | Other securities | — | — | $51K | <0.1% | |
| T. Rowe Price Retirement I 2005 I | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NEW YORK, NY |
| BROKER |
| $0 |
| — |
