Original filing (PDF)20241014171441NAL0054594786001

MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS

Name: MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS — MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN AS ADOPTED BY MANITO SUPER 1 FOODS, INC., Form 5500 (2023)
Creator: MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS

Form 5500

FILING_RECEIVED

MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN AS ADOPTED BY MANITO SUPER 1 FOODS, INC.

401(k) retirement plan

Active participants

709

Accounts w/ balance

265

Plan assets (EOY)

$22.0M

Net assets (EOY)

$22.0M

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 (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS.

Plan sponsor

Name

MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS

EIN

47-1571201

Address

701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY · 10604

Phone

(800) 872-3473

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee all

Plan administrator

Name

PENTEGRA SERVICES INC.

EIN

13-3475616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENTEGRA SERVICES INC	—	CHARLOTTE, NC	CONTRACT ADMIN	$4K	—

Investments

1 pooled fund· $261K(1% 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.

Investment	Type	Current value	% of plan
RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013	Common Collective Trust	$261K	1.2%

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