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Original filing (PDF)20251010142441NAL0007863521002
MEIJER, INC.
Form 5500
FILING_RECEIVED
MEIJER OMP PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holding~142 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$209.8M
Net assets (EOY)
$209.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "[DFE: MEIJER PENSION MASTER TRUST (extraction pending)]" is 100% of plan.
- 142 bps in Schedule C fees — 1317% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEIJER, INC..
Plan sponsor
Name
MEIJER, INC.
EIN
38-1274536
Address
PO BOX 2281 · GRAND RAPIDS, MI · 495012281
Phone
(616) 453-6711
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HUNGERFORD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | RECORDKEEPER | $2.0M | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | ACTUARY | $744K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER JOHNSON ATTORNEYS AND COUNSE | 38-1603110 | GRAND RAPIDS, MI | ATTORNEY | $53K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUND EVALUATION GROUP | 01-0694771 | — | NONE | $165K | — |
Investments
1 pooled fund· $138.4M(66% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MEIJER PENSION MASTER TRUST MEIJER, INC. · EIN 38-1274536 / PN 213 | Master Trust | — | — | $138.4M | 66.0% |