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Original filing (PDF)20251015083707NAL0008682018001
PUEBLO INC.
Form 5500
FILING_RECEIVED
PUEBLO INC. RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,590
Accounts w/ balance
1,322
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUEBLO INC..
Plan sponsor
Name
PUEBLO INC.
EIN
66-0702072
Address
PO BOX 1967 · CAROLINA, PR · 009841967
Phone
(787) 757-3131
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
LANDA UMPIERRE PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
19 direct securities· $4.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2035 INV 37,455.280 shares N/A | — | — | — | $898K | 20.7% | |
| VANGUARD TARGET RETIREMENT 2040 INV 12,033.544 shares N/A | — | — | — | $520K | 12.0% | |
| VANGUARD TARGET RETIREMENT 2055 INV 8,858.086 shares N/A | — | — | — | $493K | 11.3% | |
| VANGUARD TARGET RETIREMENT 2045 INV 14,464.377 shares N/A | — | — | — | $429K | 9.9% | |
| VANGUARD TARGET RETIREMENT 2030 INV 10,867.561 shares N/A | — | — | — | $412K | 9.5% | |
| VANGUARD TARGET RETIREMENT 2060 7,193.761 shares N/A | — | — | — | $369K | 8.5% | |
| VANGUARD TARGET RETIREMENT 2050 INV 6,367.905 shares N/A | — | — | — | $317K | 7.3% | |
| VANGUARD TARGET RETIREMENT 2025 INV 16,082.166 shares N/A | — | — | — | $301K | 6.9% | |
| VANGUARD TARGET RETIRE 2065 7,491.797 shares N/A | — | — | — | $252K | 5.8% | |
| VANGUARD TARGET RETIREMENT 2020 INV 3,885.911 shares N/A | — | — | — | $103K | 2.4% | |
| HARBOR CAPITAL APPRECIA-RET 508.823 shares N/A | — | — | — | $58K | 1.3% | |
| December 31, 2024 N/A | — | — | — | $52K | 1.2% | |
| VANGUARD 500 INDEX FUND 86.846 shares N/A | — | — | — | $47K | 1.1% | |
| AMERICAN MUTUAL FUNDS- R6 341.047 shares N/A | — | — | — | $19K | 0.4% | |
| COLUMBIA FDS SER TR SMALL CAP IDX I3 753.205 shares N/A | — | — | — | $17K | 0.4% | |
| AMERICAN EUROPACIFIC GRTH-R6 280.283 shares N/A | — | — | — | $15K | 0.3% | |
| VANGUARD FEDERAL MONEY MARKET 12,833.675 shares N/A | — | — | — | $13K | 0.3% | |
| WESTERN ASSET CORE FUND 552.393 shares N/A | — | — | — | $6K | 0.1% | |
| VANGUARD TARGET RETIREMENT INCOME INV 372.001 shares N/A | — | — | — | $5K | 0.1% |
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