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Original filing (PDF)20251027190920NAL0008536944001
SCHNUCK MARKETS, INC.
Form 5500
FILING_RECEIVED
SCHNUCKS PAY DEFERRAL PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure98% in single holding
Active participants
841
Accounts w/ balance
1,051
Plan assets (EOY)
$149.7M
Net assets (EOY)
$149.7M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Various (includes Registered Investment Companies, Common/Collective Interest Held in Master Trust" is 98% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHNUCK MARKETS, INC..
Plan sponsor
Name
SCHNUCK MARKETS, INC.
EIN
43-0726776
Address
P.O. BOX 46928 · ST. LOUIS, MO · 63146
Phone
(314) 994-9900
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
2025-10-27
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)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $90K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS | 43-1685158 | — | CONSULTANT | $31K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
3 direct securities · 1 pooled fund· $299.3M(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
$150.8M
3 holdings
Master Trust
$148.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various (includes Registered Investment Companies, Common/Collective Interest Held in Master Trust | — | — | — | $148.5M | 99.2% | |
| SCHNUCK MARKETS, INC. MASTER TRUST SCHNUCK MARKETS, INC. · EIN 43-0726776 / PN 005 | Master Trust | — | — | $148.5M | 99.2% | |
| Notes receivable from participants maturity dates through October 2029. - | — | — | — | $1.2M | 0.8% | |
| party interest, collateral, par, or maturity value * Participant Loans Participant Loans | — | — | — | $1.2M | 0.8% |
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