Original filing (PDF)20251015094749NAL0004220305001

SHOP-RITE, INC.

Name: SHOP-RITE, INC. — RETIREMENT PLAN FOR EMPLOYEES OF SHOP-RITE, INC., Form 5500 (2024)
Creator: SHOP-RITE, INC.

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR EMPLOYEES OF SHOP-RITE, INC.

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

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. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (3rd percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHOP-RITE, INC..

Plan sponsor

Name

SHOP-RITE, INC.

EIN

39-1134847

Address

875 E WISCONSIN AVE · MILWAUKEE, WI · 532025404

Phone

(877) 373-3397

Industry

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

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

CLARK, SCHAEFER, HACKETT & CO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $16.5M(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.