Original filing (PDF)20250908121327NAL0019427505001

ROLAND PARK VICTORS MARKET, INC.

Name: ROLAND PARK VICTORS MARKET, INC. — ROLAND PARK VICTOR'S MARKET, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ROLAND PARK VICTORS MARKET, INC.

Form 5500

FILING_RECEIVED

ROLAND PARK VICTOR'S MARKET, INC. 401(K) PLAN

401(k) retirement plan

Active participants

150

Accounts w/ balance

129

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

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

Plan sponsor

Name

ROLAND PARK VICTORS MARKET, INC.

EIN

52-0634858

Address

6223 1/2 N. CHARLES STREET · BALTIMORE, MD · 21212

Phone

(410) 372-2848

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

2025-09-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NWPS	91-2090931	SEATTLE, WA	NONE	$19K	—
JUSTIN RETIREMENT CAPITAL ADVISORY	—	LUTHERVILLE, MD	NONE	$16K	—

Investments

32 direct securities · 1 pooled fund· $5.8M(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.

Other securities

$5.3M

30 holdings

Common Collective Trusts

$218K

1 holding

Common Collective Trust

$218K

1 holding

Bonds / Notes

$121K

1 holding

					% of plan
American Funds Growth Fund R6 Mutual Fund	Other securities	—	—	$797K	14.1%
Vanguard Target Retirement 2045 Mutual Fund	Other securities	—	—	$589K	10.4%
Pioneer Select Mid Cap Growth Mutual Fund	Other securities	—	—	$417K	7.4%
American Funds Amer Balanced R6 Mutual Fund	Other securities	—	—	$299K	5.3%
T. Rowe Price Blue Chip Growth I Mutual Fund	Other securities	—	—	$298K	5.3%
Vanguard Equity Income Adm Mutual Fund	Other securities	—	—	$290K	5.1%
Vanguard Target Retirement 2025 Mutual Fund	Other securities	—	—	$289K	5.1%
DFA Real Estate Securities I Mutual Fund	Other securities	—	—	$244K	4.3%
Vanguard Target Retirement 2030 Mutual Fund	Other securities	—	—	$233K	4.1%
Vanguard Target Retirement 2040 Mutual Fund	Other securities	—	—	$223K	3.9%
MetLife Stable Value Fund Common/Collective Trust	Common Collective Trusts	—	—	$218K	3.9%
METLIFE SERIES 25053 RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 008	Common Collective Trust	—	—	$218K	3.9%
American Funds New Perspective R6 Mutual Fund	Other securities	—	—	$188K	3.3%
State Street S&P 500 Index N Mutual Fund	Other securities	—	—	$181K	3.2%
Vanguard Target Retirement 2035 Mutual Fund	Other securities	—	—	$158K	2.8%
Vanguard Intermediate-Term Inv Grade Adm Mutual Fund	Other securities	—	—	$139K	2.5%
Vanguard Explorer Adm Mutual Fund	Other securities	—	—	$129K	2.3%
Notes Receivable From Participants Due through October 2029, interest ranging from 5.25% to 10.5% per annum	Bonds / Notes	—	—	$121K	2.1%
Vanguard Mid Cap Index Adm Mutual Fund	Other securities	—	—	$100K	1.8%
Vanguard Target Retirement 2055 Mutual Fund	Other securities	—	—	$88K	1.5%
Vanguard Selected Value Inv Mutual Fund	Other securities	—	—	$86K	1.5%
American Funds Fundamental Inv R6 Mutual Fund	Other securities	—	—	$83K	1.5%
Vanguard Target Retirement 2050 Mutual Fund	Other securities	—	—	$75K	1.3%
American Funds EuroPacific Gr R6 Mutual Fund	Other securities	—	—	$67K	1.2%
Vanguard High-Yield Corporate Adm Mutual Fund	Other securities	—	—	$62K	1.1%
Vanguard Target Retirement Income Mutual Fund	Other securities	—	—	$55K	1.0%
Vanguard Target Retirement 2020 Mutual Fund	Other securities	—	—	$45K	0.8%
Franklin Small Cap Value R6 Mutual Fund	Other securities	—	—	$41K	0.7%
Vanguard Target Retirement 2060 Mutual Fund	Other securities	—	—	$31K	0.5%
Vanguard Inflation Protected Secs Adm Mutual Fund	Other securities	—	—	$30K	0.5%
Vanguard Small Cap Index Adm Mutual Fund	Other securities	—	—	$19K	0.3%
Vanguard Target Retirement 2070 Mutual Fund	Other securities	—	—	$2K	<0.1%
Vanguard Target Retirement 2065 Mutual Fund	Other securities	—	—	$2K	<0.1%