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Original filing (PDF)20251015151211NAL0005254929001
GIANT EAGLE, INC.
Form 5500
FILING_RECEIVED
GIANT EAGLE, INC. AND AFFILIATES 401(K) PLAN FOR UNION REPRESENTED EMPLOYEES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,083
Accounts w/ balance
3,538
Plan assets (EOY)
$212.5M
Net assets (EOY)
$212.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
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 DRIVE · 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
017
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SISTERSON & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $76K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
26 direct securities · 1 pooled fund· $204.7M(96% 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
$189.2M
26 holdings
Common Collective Trust
$15.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mutal Funds Vanguard Group Institutional Index Fund | — | — | — | $49.6M | 23.3% | |
| Vanguard Group Mid Cap Index Signal Fund | — | — | — | $23.1M | 10.9% | |
| American Funds Service Company EuroPacific Growth Fund - Class R6 | — | — | — | $18.8M | 8.9% | |
| PRINCIPAL STABLE VALUE INST PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $15.4M | 7.3% | |
| Vanguard Group Total Bond Market Index Signal Fund | — | — | — | $12.7M | 6.0% | |
| JP Morgan Funds Large Cap Growth - Class R6 | — | — | — | $9.9M | 4.6% | |
| Scout Funds Carillon Scout Mid Cap Fund | — | — | — | $7.3M | 3.4% | |
| Vanguard Group Target Retirement 2035 Institutional Fund | — | — | — | $6.1M | 2.9% | |
| Vanguard Group Equity Income Fund | — | — | — | $5.9M | 2.8% | |
| Vanguard Group Target Retirement 2040 Institutional Fund | — | — | — | $5.7M | 2.7% | |
| Vanguard Group Balanced Institutional Index Fund | — | — | — | $5.6M | 2.6% | |
| Vanguard Group Target Retirement 2030 Institutional Fund | — | — | — | $5.4M | 2.5% | |
| Vanguard Group Target Retirement 2025 Institutional Fund | — | — | — | $5.1M | 2.4% | |
| Vanguard Group Target Retirement 2050 Institutional Fund | — | — | — | $5.0M | 2.3% | |
| Participants Notes receivable from participants (interest rates from 4.25% to 9.50%) | — | — | — | $4.9M | 2.3% | |
| Vanguard Group Inflation - Protect Securities Fund | — | — | — | $4.6M | 2.2% | |
| Vanguard Group Target Retirement 2055 Institutional Fund | — | — | — | $4.0M | 1.9% | |
| JP Morgan Funds U.S. Equity Institutional Fund | — | — | — | $3.4M | 1.6% | |
| Vanguard Group Small Cap Index Signal Fund | — | — | — | $3.0M | 1.4% | |
| Vanguard Group Target Retirement 2060 Institutional Fund | — | — | — | $2.2M | 1.0% | |
| Victory Funds Small Company Opportunity I Fund | — | — | — | $2.2M | 1.0% | |
| Janus International Holding, LLC Triton I Fund | — | — | — | $1.9M | 0.9% | |
| Vanguard Group Target Retirement 2020 Institutional Fund | — | — | — | $1.5M | 0.7% | |
| Vanguard Group Target Retirement 2065 Institutional Fund | — | — | — | $736K | 0.3% | |
| Robert W. Baird & Co. Inc Baird Core Plus Bond I Fund | — | — | — | $424K | 0.2% | |
| Vanguard Group Target Retirement Income Institutional Fund | — | — | — | $265K | 0.1% | |
| Vanguard Group Target Retirement 2070 Institutional Fund | — | — | — | $98K | <0.1% |