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Original filing (PDF)20251010142946NAL0004701635002
MEIJER, INC.
Form 5500
FILING_RECEIVED
MEIJER 401K RETIREMENT PLAN II
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
40,728
Accounts w/ balance
29,026
Plan assets (EOY)
$660.1M
Net assets (EOY)
$660.1M
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)
87
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MEIJER 401K RETIREMENT PLAN MASTER (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
020
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
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)
No Schedule C providers reportedInvestments
1 pooled fund· $628.1M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MEIJER 401K RETIREMENT PLAN MASTER MEIJER, INC. · EIN 37-1274536 / PN 203 | Master Trust | — | — | $628.1M | 95.1% |
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