Michel Leclerc signed North State Grocery, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North State Grocery, Inc.'s EIN is 68-0173691.
Download the official 2024 Form 5500 (PDF) for North State Grocery, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North State Grocery, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AM FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $3.2M | 19.7% | |
| GREAT GRAY TRUST AM FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $2.5M | 15.9% | |
| GREAT GRAY TRUST AM FUNDS 2045 I GREAT GRAY · EIN 34-4126265 / PN 569 | Common Collective Trust | — | — | $2.0M | 12.7% | |
| GREAT GRAY TRUST AM FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.6M | 10.3% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.9% | |
| GREAT GRAY TRUST AM FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $828K | 5.2% | |
| GREAT GRAY TRUST AM FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $816K | 5.1% | |
| BLACKROCK EQUITY INDEX FEE C1 6 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $670K | 4.2% | |
| BLACKROCK U.S. DEBT INDEX FEE C1 6 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $610K | 3.8% | |
| Key Guaranteed Portfolio Fund Fixed Annuity Fund | Other securities | — | — | $531K | 3.3% | |
| GREAT GRAY TRUST AM FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $455K | 2.8% | |
| GREAT GRAY TRUST AM FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $332K | 2.1% | |
| BLACKROCK EAFE EQUITY INDEX FEE C1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $296K | 1.8% | |
| GREAT GRAY TRUST AM FUNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $248K | 1.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $183K | 1.1% | |
| GREAT GRAY TRUST AM FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $166K | 1.0% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $151K | 0.9% | |
| Mfs Intl Diversification R6 Mutual Fund | Mutual Funds | — | — | $105K | 0.7% | |
| GREAT GRAY TRUST AM FUNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $67K | 0.4% | |
| SMALL CAP VALUE FUND II FEE CLASS GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $61K | 0.4% | |
| Columbia Strategic Income Instl 3 Mutual Fund | Other securities | — | — | $20K | 0.1% | |
| GREAT GRAY TRUST AM FUNDS 2010 I GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $63 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $35K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIATES | 13-4238973 | CHARLOTTESVILLE, VA | CONTRACT ADMIN | $43K | — |
