Original filing (PDF)20251010121043NAL0007689921001

SKH MANAGEMENT CO

Name: SKH MANAGEMENT CO — STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: SKH MANAGEMENT CO

Form 5500

FILING_RECEIVED

STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

436

Accounts w/ balance

484

Plan assets (EOY)

$26.4M

Net assets (EOY)

$26.4M

How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKH MANAGEMENT CO.

Plan sponsor

Name

SKH MANAGEMENT CO

EIN

23-1548664

Address

PO BOX 1500 · LITITZ, PA · 17543

Phone

(717) 626-4771

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

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STIFEL NICOLAUS & CO INC	—	ST. LOUIS, MO	INVESTMENT ADVISOR	$38K	—

Investments

30 direct securities · 1 pooled fund· $26.4M(100% 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.

Other securities

$25.3M

29 holdings

Common Collective Trust

$963K

1 holding

Bonds / Notes

$137K

1 holding

					% of plan
T. Rowe Price Retirement 2025 ADV Mutual fund	Other securities	—	—	$4.8M	18.3%
T. Rowe Price Retirement 2035 ADV Mutual fund	Other securities	—	—	$2.5M	9.6%
T. Rowe Price Retirement 2020 ADV Mutual fund	Other securities	—	—	$2.4M	9.1%
JP Morgan Large Cap Growth Fund Mutual fund	Other securities	—	—	$2.0M	7.4%
T. Rowe Price Retirement 2030 ADV Mutual fund	Other securities	—	—	$1.8M	6.7%
T. Rowe Price Retirement 2015 ADV Mutual fund	Other securities	—	—	$1.2M	4.6%
T. Rowe Price Retirement 2040 ADV Mutual fund	Other securities	—	—	$1.1M	4.3%
T. Rowe Price Retirement 2045 ADV Mutual fund	Other securities	—	—	$1.1M	4.2%
T. Rowe Price Retirement 2055 ADV Mutual fund	Other securities	—	—	$1.0M	3.9%
American Funds Washington Mutual Investors Fund Mutual fund	Other securities	—	—	$1.0M	3.8%
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$963K	3.6%
American Funds Growth Fund of America Mutual fund	Other securities	—	—	$887K	3.4%
JP Morgan Mid Cap Growth Mutual fund	Other securities	—	—	$734K	2.8%
American Funds New Perspective Fund Mutual fund	Other securities	—	—	$711K	2.7%
Columbia Large Cap Index Mutual fund	Other securities	—	—	$705K	2.7%
T. Rowe Price Retirement 2050 ADV Mutual fund	Other securities	—	—	$564K	2.1%
Columbia Mid Cap Index Mutual fund	Other securities	—	—	$518K	2.0%
American Funds American Balanced Fund Mutual fund	Other securities	—	—	$476K	1.8%
American Funds Capital Income Builder Mutual fund	Other securities	—	—	$392K	1.5%
American Funds New World Fund Mutual fund	Other securities	—	—	$197K	0.7%
NP Morgan Core Bond Fund Mutual fund	Other securities	—	—	$189K	0.7%
BlackRock Income Fund A Mutual fund	Other securities	—	—	$170K	0.6%
Columbia Small Cap Index Mutual fund	Other securities	—	—	$151K	0.6%
American Funds EuroPacific Growth Fund Mutual fund	Other securities	—	—	$142K	0.5%
Notes receivable from participants Bearing interest at 4.25%-9.50% -	Bonds / Notes	—	—	$137K	0.5%
Delaware Small Cap Value Fund Mutual fund	Other securities	—	—	$114K	0.4%
American Century Mid Cap Value Mutual fund	Other securities	—	—	$99K	0.4%
T. Rowe Price Retirement 2010 ADV Mutual fund	Other securities	—	—	$79K	0.3%
Janus Henderson Triton S Mutual fund	Other securities	—	—	$66K	0.3%
T. Rowe Price Retirement 2005 ADV Mutual fund	Other securities	—	—	$56K	0.2%
BNY Mellon International Stock Index Fund Investor Shares Mutual fund	Other securities	—	—	$36K	0.1%