Original filing (PDF)20251013103908NAL0002513730001

KLEIN'S SHOPRITE OF MARYLAND

Name: KLEIN'S SHOPRITE OF MARYLAND — KLEIN'S SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KLEIN'S SHOPRITE OF MARYLAND

Form 5500

FILING_RECEIVED

KLEIN'S SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

18% employer stockCorrective distributions issued

Active participants

701

Accounts w/ balance

700

Plan assets (EOY)

$32.2M

Net assets (EOY)

$32.2M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLEIN'S SHOPRITE OF MARYLAND.

Plan sponsor

Name

KLEIN'S SHOPRITE OF MARYLAND

EIN

52-1148138

Address

2011 KLEIN PLAZA DR SUITE 2C · FOREST HILL, MD · 21050

Phone

(410) 593-8000

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$96K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	24-4310632	—	INVESTMENT ADVISORY	$51K	—

Investments

27 direct securities· $32.2M(100% of reported assets)

Other securities

$24.3M

23 holdings

Common Stock

$7.5M

2 holdings

Bonds / Notes

$402K

1 holding

Cash / Money Market

$2K

1 holding

					% of plan
Harbor Capital Appreciation Instl	Other securities	—	—	$5.1M	15.8%
Transamerica Life Ins. Co. Stable Val Strategy - TLIC	Common Stock	—	—	$3.8M	11.7%
PIMCO Diversified Inc Instl Mutual Fund	Common Stock	—	—	$3.8M	11.7%
Western Asset Core Bond I Mutual Fund	Other securities	—	—	$3.6M	11.1%
Vanguard Growth & Income Adm Mutual Fund	Other securities	—	—	$2.9M	9.1%
American Funds Washington Mutual Fund	Other securities	—	—	$2.0M	6.2%
American Funds Fundamental Investment Mutual Fund	Other securities	—	—	$1.8M	5.6%
BNY Mellon Global Fixed Income I Mutual Fund	Other securities	—	—	$1.4M	4.4%
Vanguard Target Retirement 2030 Inv Mutual Fund	Other securities	—	—	$1.2M	3.6%
American Funds EuroPacific Mutual Fund	Other securities	—	—	$1.0M	3.1%
Lazard Intl Strategic Equity Open Mutual Fund	Other securities	—	—	$930K	2.9%
Vanguard Target Retirement 2035 Inv Mutual Fund	Other securities	—	—	$610K	1.9%
Vanguard Mid Cap Index Adm	Other securities	—	—	$474K	1.5%
Columbia Small Cap Value II Mutual Fund	Other securities	—	—	$472K	1.5%
JPMorgan Mid Cap Growth Mutual Fund	Other securities	—	—	$457K	1.4%
Brown Advisory Small-Cap Growth Inv Mutual Fund	Other securities	—	—	$444K	1.4%
JPMorgan Mid Cap Value L Mutual Fund	Other securities	—	—	$432K	1.3%
Notes Receivable From Participants Due through December 2032, interest rates of 4.25% to 9.5%	Bonds / Notes	—	—	$402K	1.2%
Nuance Mid Cap Value Instituional Mutual Fund	Other securities	—	—	$399K	1.2%
Lazard Emerging Markets Mutual Fund	Other securities	—	—	$388K	1.2%
Vanguard Target Retirement 2050 Inv Mutual Fund	Other securities	—	—	$206K	0.6%
Vanguard Target Retirement 2055 Inv Mutual Fund	Other securities	—	—	$204K	0.6%
American Funds American Balanced Mutual Fund	Other securities	—	—	$149K	0.5%
Vanguard Target Retirement 2060 Inv Mutual Fund	Other securities	—	—	$87K	0.3%
Vanguard Target Retirement 2040 Inv Mutual Fund	Other securities	—	—	$46K	0.1%
Vanguard Target Retirement 2065 Inv Mutual Fund	Other securities	—	—	$7K	<0.1%
Cash Reserve Cash	Cash / Money Market	—	—	$2K	<0.1%