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Original filing (PDF)20251015154855NAL0002580179001
G & E, INC.
Form 5500
FILING_RECEIVED
G & E & HOCKER'S 401(K) PLAN
401(k) retirement plan
Signals · 1
88% in single holding
Active participants
144
Accounts w/ balance
162
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds 2060 Target Date Retire R2E 23 Empower General Account" is 88% of plan.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G & E, INC..
Plan sponsor
Name
G & E, INC.
EIN
51-0123142
Address
30244 CEDAR NECK ROAD, UNIT #1 · OCEAN VIEW, DE · 199700930
Phone
(302) 539-9662
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIMESTONE PENSION ASSOCIATES, LLC | — | WILMINGTON, DE | CONTRACT ADMIN | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO, CA | CONTACT ADMIN | $10K | — |
Investments
9 direct securities · 1 pooled fund· $10.9M(100% 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.
Uncategorized
$6.1M
9 holdings
Pooled Separate Account
$4.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2060 Target Date Retire R2E 23 Empower General Account | — | — | — | $5.4M | 88.3% | |
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $4.8M | 78.3% | |
| American Funds 2040 Target Date Retire R2E | — | — | — | $334K | 5.5% | |
| American Funds 2030 Target Date Retire R2E | — | — | — | $261K | 4.3% | |
| Participant Loans Various 4.25%-9.5% | — | — | — | $89K | 1.5% | |
| American Funds 2050 Target Date Retire R2E | — | — | — | $15K | 0.2% | |
| American Funds 2020 Target Date Retire R2E | — | — | — | $7K | 0.1% | |
| American Funds 2055 Target Date Retire R2E | — | — | — | $5K | <0.1% | |
| American Funds 2025 Target Date Retire R2E | — | — | — | $3K | <0.1% | |
| American Funds 2015 Target Date Retire R2E | — | — | — | $1K | <0.1% |
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