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)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $150K | — |
| ACRISURE | 92-3652116 | — | NONE | $113K | — |
| WITHUMSMITH+BROWN PC | 22-2027092 | — | NONE | $17K | — |
| OFFICE OF COMPLIANT ADMINISTRATION | 27-2517292 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Extended Dur Treas (Edv)- Ets & Cefs | Mutual Funds | — | $3.8M | $2.9M | 10.6% | |
| Vanguard Ftse Developed Mkts E (Vea)- Ets & Cefs | Mutual Funds | — | $1.3M | $1.5M | 5.4% | |
| Spdr State Street Global Adv. Spdr S&P Midcap 400 Etf Trust (Mdy)- Ets & Cefs | Other securities | — | $374K | $750K | 2.7% | |
| Ishares Russell 1000 Value Etf (Iwd)- Ets & Cefs | Common Collective Trusts | — | $358K | $600K | 2.2% | |
| US Treasury Bond Fed Strip Zero Coupon; Matures 5/15/2052 | U.S. Treasuries | — | $808K | $592K | 2.1% | |
| Congress Small Cap Growth (Csmcx) | Other securities | — | $476K | $587K | 2.1% | |
| JP Morgan Undiscovered Managers Behaviroral Value Fund Class I | Other securities | — | $546K | $584K | 2.1% | |
| Ishares Russell 1000 Grw Etf (Iwf)- Ets & Cefs | Common Collective Trusts | — | $131K | $568K | 2.1% | |
| Vanguard Communication Svcs Etf (Vox)- Ets & Cefs | Mutual Funds | — | $410K | $542K | 2.0% | |
| American Funds American High Income Trust F2 | Mutual Funds | — | $477K | $480K | 1.7% | |
| Vanguard Ftse Emerging Markets (Vwo)- Ets & Cefs | Mutual Funds | — | $440K | $459K | 1.7% | |
| Spdr State Street Global Adv. Bloomerg Barclays Capital High Vie (Jnk)- Ets & Cefs | Other securities | — | $544K | $458K | 1.7% | |
| Federated Hermes High Yield Bd Instl (Fihbx) | Other securities | — | $462K | $423K | 1.5% | |
| Closed-end Funds Interest Bearing Cash 2% Interest | Cash / Money Market | — | $397K | $397K | 1.4% | |
| Vanguard Info Tech Etf (Vgt)- Ets & Cefs | Mutual Funds | — | $114K | $388K | 1.4% | |
| Ishares Phlx Semiconductor Etf (Soxx)- Ets & Cefs | Other securities | — | $110K | $354K | 1.3% | |
| Spdr State Street Global Adv. The Financial Sel Sect Spdr Fd (Xlf)- Ets & Cefs | Other securities | — | $199K | $335K | 1.2% | |
| US Treasury Bond Fed Strip Zero Coupon; Matures 5/15/2054 | U.S. Treasuries | — | $377K | $332K | 1.2% | |
| Ishares US Technology Etf (Iyw)- Ets & Cefs | Other securities | — | $66K | $331K | 1.2% | |
| First Trust Fncl Alphadex Etf (Fxo)- Ets & Cefs | Other securities | — | $188K | $330K | 1.2% | |
| Inc Goldman Sachs Group Inc 4.75% Interest; Matures 10/21/2045 | Bonds / Notes | — | $307K | $252K | 0.9% | |
| Morgan Stanley 2.802% Interest; Matures 1/25/2052 | Bonds / Notes | — | $272K | $245K | 0.9% | |
| JPmorgan Chase & Co 3.328% Interest; Matures 4/22/2052 | Bonds / Notes | — | $256K | $240K | 0.9% | |
| Wells Fargo & Co 4.611% Interest; Matures 4/25/2053 | Bonds / Notes | — | $251K | $239K | 0.9% | |
| Ishares Russell 2000 Etf (Iwm)- Ets & Cefs | Common Collective Trusts | — | $179K | $230K | 0.8% | |
| US Treasury Bond Fed Strip Zero Coupon; Matures 8/15/2053 | U.S. Treasuries | — | $239K | $224K | 0.8% | |
| Marsh & Mclennan Cos Inc 5.450% Interest; Matures 3/15/2054 | Bonds / Notes | — | $223K | $213K | 0.8% | |
| First Trust Tech Alpha Etf (Fxl)- Ets & Cefs | Other securities | — | $67K | $209K | 0.8% | |
| Spdr State Street Global Adv. Consumer Discretionary Sel Sect Spdr Fd (Xly)- Ets & Cefs | Other securities | — | $94K | $203K | 0.7% | |
| Alphabet Inc 2.25% Interest; Matures 8/15/2060 | Bonds / Notes | — | $205K | $190K | 0.7% | |
| securities Abbvie Inc 5.500% Interest, Matures 3/15/2064 | Bonds / Notes | — | $190K | $177K | 0.6% | |
| Comcast Corp 5.500% Interest; Matures 5/15/2064 | Bonds / Notes | — | $181K | $173K | 0.6% | |
| Citigroup Inc 4.65% Interest; Matures 7/23/2048 | Bonds / Notes | — | $183K | $172K | 0.6% | |
| Vanguard Consumer Dsc Etf (Vcr)- Ets & Cefs | Mutual Funds | — | $143K | $169K | 0.6% | |
| Johnson & Johnson 2.45% Interest; Matures 9/1/2060 | Bonds / Notes | — | $187K | $163K | 0.6% | |
| Visa Inc 2.000% Interest, Matures 8/15/2050 | Bonds / Notes | — | $172K | $162K | 0.6% | |
| Walmart Inc 4.500% Interest; Matures 4/15/2053 | Bonds / Notes | — | $163K | $153K | 0.6% | |
| Meta Platforms Inc 5.75% Interest; Matures 5/15/2063 | Bonds / Notes | — | $156K | $152K | 0.6% | |
| Metlife Inc 5.250% Interest; Matures 1/15/2054 | Bonds / Notes | — | $156K | $150K | 0.5% | |
| Nvidia Corp 3.70% Interest; Matures 4/1/2060 | Bonds / Notes | — | $159K | $148K | 0.5% | |
| AT&T Inc 3.50% Interest; Matures 2/01/2061 | Bonds / Notes | — | $194K | $147K | 0.5% | |
| Amazon.Com Inc 3.25% Interest; Matures 5/12/2061 | Bonds / Notes | — | $196K | $147K | 0.5% | |
| Advanced Micro Devices Inc 4.393% Interest; Matures 6/1/2052 | Bonds / Notes | — | $153K | $146K | 0.5% | |
| Coca-Cola Co/The 2.75% Interest; Matures 6/01/2060 | Bonds / Notes | — | $208K | $146K | 0.5% | |
| Union Pacific Corp 3.75% Interest; Matures 2/5/2070 | Bonds / Notes | — | $189K | $144K | 0.5% | |
| Vanguard Energy Etf (Vde)- Ets & Cefs | Mutual Funds | — | $90K | $142K | 0.5% | |
| Exxon Mobile Corp 3.452% Interest; Matures 4/15/2051 | Bonds / Notes | — | $154K | $141K | 0.5% | |
| Apple Inc 4.10% Interest; Matures 8/8/2062 | Bonds / Notes | — | $154K | $140K | 0.5% | |
| Spdr State Street Global Adv. Utilities Sel Sect Spdr Fund (Xlu)- Ets & Cefs | Other securities | — | $132K | $137K | 0.5% | |
| Vanguard Consm Stples Et Etf (Vdc)- Ets & Cefs | Mutual Funds | — | $115K | $136K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
