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Original filing (PDF)20250930155141NAL0012494209001
DETWILERS OPERATIONS INC.
Form 5500
FILING_RECEIVED
DETWILERS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
638
Accounts w/ balance
225
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DETWILERS OPERATIONS INC..
Plan sponsor
Name
DETWILERS OPERATIONS INC.
EIN
47-2740643
Address
7425 16TH STREET E · SUIT 101 · SARASOTA, FL · 34243
Phone
(941) 378-2727
Industry
Supermarkets & Other Grocery Stores· 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WALTERS & ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $28K | — |
| POWER FINANCIAL PARTNERS | 92-2127109 | — | RETAINED BY PLAN SPONSOR | $16K | — |
Investments
41 direct securities · 1 pooled fund· $7.9M(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
$7.7M
41 holdings
Common Collective Trust
$149K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amer Target 2055 Fund R6 Mutual fund | — | — | — | $1.7M | 21.5% | |
| Amer Target 2040 Fund R6 Mutual fund | — | — | — | $1.2M | 14.7% | |
| Amer Target 2030 Fund R6 Mutual fund | — | — | — | $794K | 10.1% | |
| Amer Target 2025 Fund R6 Mutual fund | — | — | — | $754K | 9.6% | |
| Amer Target 2035 Fund R6 Mutual fund | — | — | — | $594K | 7.6% | |
| Fidelity 500 Index Fd Mutual fund | — | — | — | $573K | 7.3% | |
| Amer Target 2050 Fund R6 Mutual fund | — | — | — | $462K | 5.9% | |
| Amer Target 2045 Fund R6 Mutual fund | — | — | — | $229K | 2.9% | |
| Amer Target 2060 Fund R6 Mutual fund | — | — | — | $217K | 2.8% | |
| Participant loans Interest rates at 4.25% - 9.50% -0- | — | — | — | $202K | 2.6% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $149K | 1.9% | |
| Blackrock Global Alloc Fund I Mutual fund | — | — | — | $138K | 1.8% | |
| Fidelity Sm Cap Index Fund Mutual fund | — | — | — | $105K | 1.3% | |
| Vanguard Mid Cap Index Adm Mutual fund | — | — | — | $97K | 1.2% | |
| Harbor Cap Appreciation Inst Mutual fund | — | — | — | $68K | 0.9% | |
| Vanguard Ttl Bd Mkt Ind Adm Mutual fund | — | — | — | $66K | 0.8% | |
| American New World Fund R6 Mutual fund | — | — | — | $65K | 0.8% | |
| iShares MSCI EAFE Intl Idx K Mutual fund | — | — | — | $64K | 0.8% | |
| Franklin Small Cap Value Adv Mutual fund | — | — | — | $55K | 0.7% | |
| Praxis Genesis Growth A Mutual fund | — | — | — | $54K | 0.7% | |
| T Rowe Price Mid Cap Value Mutual fund | — | — | — | $39K | 0.5% | |
| DFA Real Estate Securities I Mutual fund | — | — | — | $37K | 0.5% | |
| Putnam Large Cap Value Y Mutual fund | — | — | — | $33K | 0.4% | |
| Dodge & Cox Income I Mutual fund | — | — | — | $32K | 0.4% | |
| First Eagle Gold Fund R6 Mutual fund | — | — | — | $22K | 0.3% | |
| PGIM Global Tot Ret R6 Mutual fund | — | — | — | $20K | 0.3% | |
| DFA International Value Prt I Mutual fund | — | — | — | $20K | 0.3% | |
| Natixis Sustainable Future 206 Mutual fund | — | — | — | $19K | 0.2% | |
| Eagle Mid Cap Growth I Mutual fund | — | — | — | $18K | 0.2% | |
| American Intl Vantage R6 Mutual fund | — | — | — | $18K | 0.2% | |
| Praxis Genesis Conserv A Mutual fund | — | — | — | $12K | 0.2% | |
| Vanguard LifeStrat Growth Inv Mutual fund | — | — | — | $11K | 0.1% | |
| Vanguard LifeStrat Inc Inv Sh Mutual fund | — | — | — | $6K | <0.1% | |
| Natixis Sustainable Future 205 Mutual fund | — | — | — | $5K | <0.1% | |
| Vanguard LifeStrat Mod Grw I Mutual fund | — | — | — | $5K | <0.1% | |
| Natixis Sustainable Future 204 Mutual fund | — | — | — | $5K | <0.1% | |
| Congress SC Growth Instl Mutual fund | — | — | — | $5K | <0.1% | |
| Vanguard LifeStrat Cons Gr Inv Mutual fund | — | — | — | $5K | <0.1% | |
| Natixis Sustainable Future 203 Mutual fund | — | — | — | $5K | <0.1% | |
| JP Morgan US Govt MMkt Cap Cl Mutual fund ** 205 BlackRock High Yield Prt I Mutual fund | — | — | — | $4K | <0.1% | |
| Hartford Strategic Income R6 Mutual fund | — | — | — | $3K | <0.1% | |
| Praxis Genesis Balanced A Mutual fund | — | — | — | $3K | <0.1% |
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