Original filing (PDF)20251014104554NAL0001237379001

KARNS PRIME & FANCY FOOD, LTD.

Name: KARNS PRIME & FANCY FOOD, LTD. — KARNS PRIME & FANCY FOOD, LTD.401(K) PS PLAN, Form 5500 (2024)
Creator: KARNS PRIME & FANCY FOOD, LTD.

Form 5500

FILING_RECEIVED

KARNS PRIME & FANCY FOOD, LTD.401(K) PS PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

636

Accounts w/ balance

648

Plan assets (EOY)

$19.1M

Net assets (EOY)

$19.1M

How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

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 KARNS PRIME & FANCY FOOD, LTD..

Plan sponsor

Name

KARNS PRIME & FANCY FOOD, LTD.

EIN

23-1930040

Address

675 SILVER SPRING ROAD · MECHANICSBURG, PA · 17050

Phone

(717) 766-6477

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

2025-10-14

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$27K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS	34-1542819	—	NONE	$40K	—

Investments

26 direct securities · 1 pooled fund· $18.5M(97% 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

$18.1M

26 holdings

Common Collective Trust

$469K

1 holding

					% of plan
American Funds Trgt Date Ret 2030A American Funds 0	Other securities	—	—	$1.9M	10.0%
American Funds Trgt Date Ret 2050A American Funds 0	Other securities	—	—	$1.8M	9.6%
American Funds AMCAP Fund A American Funds 0	Other securities	—	—	$1.7M	8.8%
American Funds Trgt Date Ret 2035A American Funds 0	Other securities	—	—	$1.6M	8.3%
American Funds Washington Mutual Inv A American Funds 0	Other securities	—	—	$1.2M	6.3%
American Funds Fundamental Inv A American Funds 0	Other securities	—	—	$1.1M	5.6%
American Funds Inv Company Of Ameri American Funds 0	Other securities	—	—	$1.0M	5.4%
American Funds Trgt Date Ret 2055A American Funds 0	Other securities	—	—	$998K	5.2%
American Funds Intrm BondOf AmericaA American Funds 0	Other securities	—	—	$889K	4.6%
American Funds American Balanced Fund A American Funds 0	Other securities	—	—	$842K	4.4%
American Funds New Economy Fund A American Funds 0	Other securities	—	—	$826K	4.3%
American Funds Trgt Date Ret 2040A American Funds 0	Other securities	—	—	$751K	3.9%
American Funds New Perspective Fund A American Funds 0	Other securities	—	—	$604K	3.2%
American Funds Trgt Date Ret 2025A American Funds 0	Other securities	—	—	$589K	3.1%
American Funds Trgt Date Ret 2020A American Funds 0	Other securities	—	—	$531K	2.8%
American Funds Trgt Date Ret 2045A American Funds 0	Other securities	—	—	$492K	2.6%
METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$469K	2.5%
American Funds Cap World Gr and IncA American Funds 0	Other securities	—	—	$359K	1.9%
American Funds Bond Fund of Amer A American Funds 0	Other securities	—	—	$346K	1.8%
American Funds American Mutual Fund A American Funds 0	Other securities	—	—	$214K	1.1%
American Funds Capital Income Bldr American Funds 0	Other securities	—	—	$127K	0.7%
American Funds Trgt Date Ret 2015A American Funds 0	Other securities	—	—	$61K	0.3%
American Funds Income Fd Of America A American Funds 0	Other securities	—	—	$52K	0.3%
American Funds Growth Fund of America A American Funds 0	Other securities	—	—	$48K	0.3%
American Funds Trgt Date Ret 2010A American Funds 0	Other securities	—	—	$16K	<0.1%
American Funds Capital World Bond Fund A American Funds 0	Other securities	—	—	$11K	<0.1%
American Eupac A American Eupac 0 983 American Funds New World Fund A American Funds 0	Other securities	—	—	$11K	<0.1%