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Original filing (PDF)20251015150903NAL0004949665001
GIANT EAGLE, INC.
Form 5500
FILING_RECEIVED
GIANT EAGLE, INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
15,282
Accounts w/ balance
8,096
Plan assets (EOY)
$845.1M
Net assets (EOY)
$845.1M
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 (directional)
86
/ 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
65
Vendor stack
80
Participation health
80
Knocking points off
- 10 bps in Schedule C fees — 65% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GIANT EAGLE, INC..
Plan sponsor
Name
GIANT EAGLE, INC.
EIN
25-0698270
Address
700 CRANBERRY WOODS DR · CRANBERRY TWP, PA · 16066
Phone
(888) 892-2248
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SISTERSON & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $834K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SISTERSON & CO. LLP | 25-1467156 | — | ACCOUNTANT | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GIANT EAGLE INC | 25-0698270 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
29 direct securities · 1 pooled fund· $844.2M(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.
Uncategorized
$793.2M
29 holdings
Common Collective Trust
$51.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mutal Funds Vanguard Group Institutional Index Fund | — | — | — | $143.3M | 17.0% | |
| JP Morgan Funds Large Cap Growth - Class R6 | — | — | — | $90.3M | 10.7% | |
| American Funds Service Company EuroPacific Growth Fund - Class R6 | — | — | — | $67.5M | 8.0% | |
| Vanguard Group Mid Cap Index Signal Fund | — | — | — | $62.3M | 7.4% | |
| PRINCIPAL STABLE VALUE INST PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $51.0M | 6.0% | |
| Vanguard Group Total Bond Market Index Signal Fund | — | — | — | $41.2M | 4.9% | |
| Vanguard Group Equity Income Fund | — | — | — | $39.7M | 4.7% | |
| JP Morgan Funds U.S. Equity Institutional Fund | — | — | — | $32.8M | 3.9% | |
| Vanguard Group Balanced Index Institutional Fund | — | — | — | $32.7M | 3.9% | |
| Scout Funds Carillon Scout Mid Cap Fund | — | — | — | $27.0M | 3.2% | |
| Vanguard Group Target Retirement 2050 Institutional Fund | — | — | — | $26.9M | 3.2% | |
| Vanguard Group Target Retirement 2055 Institutional Fund | — | — | — | $24.2M | 2.9% | |
| Vanguard Group Target Retirement 2035 Institutional Fund | — | — | — | $21.9M | 2.6% | |
| Vanguard Group Inflation - Protect Securities Fund | — | — | — | $21.2M | 2.5% | |
| Vanguard Group Target Retirement 2030 Institutional Fund | — | — | — | $20.6M | 2.4% | |
| Vanguard Group Target Retirement 2045 Institutional Fund | — | — | — | $19.9M | 2.4% | |
| Vanguard Group Target Retirement 2040 Institutional Fund | — | — | — | $19.4M | 2.3% | |
| Vanguard Group Small Cap Index Signal Fund | — | — | — | $19.3M | 2.3% | |
| Janus International Holding, LLC Triton I Fund | — | — | — | $17.9M | 2.1% | |
| Vanguard Group Target Retirement 2025 Institutional Fund | — | — | — | $13.4M | 1.6% | |
| Vanguard Group Target Retirement 2060 Institutional Fund | — | — | — | $11.7M | 1.4% | |
| Victory Funds Small Company Opportunity I Fund | — | — | — | $10.8M | 1.3% | |
| Participants Participant loans (interest rates from 4.25% to 9.50%) | — | — | — | $8.5M | 1.0% | |
| Robert W. Baird & Co. Inc Baird Core Plus Bond I Fund | — | — | — | $5.7M | 0.7% | |
| Vanguard Group Target Retirement 2065 Institutional Fund | — | — | — | $5.6M | 0.7% | |
| Vanguard Group Vanguard Cash Reserve | — | — | — | $3.7M | 0.4% | |
| Vanguard Group Target Retirement 2020 Institutional Fund | — | — | — | $3.5M | 0.4% | |
| Vanguard Group Target Retirement Institutional Fund | — | — | — | $1.9M | 0.2% | |
| Vanguard Group Target Retirement 2070 Institutional Fund | — | — | — | $311K | <0.1% | |
| that is regulated, supervised, and subject to periodic examination by a state or federal agency, that prepared and certified the statements or information regarding assets so held in accordance with 29 CFR 2520.103-5. | — | — | — | $3K | <0.1% |
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