Original filing (PDF)20251014095012NAL0002547377001

CREST DISCOUNT FOODS, INC.

Name: CREST DISCOUNT FOODS, INC. — CREST DISCOUNT FOODS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CREST DISCOUNT FOODS, INC.

Form 5500

FILING_RECEIVED

CREST DISCOUNT FOODS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

33% in single holding

Active participants

956

Accounts w/ balance

1,698

Plan assets (EOY)

$54.1M

Net assets (EOY)

$54.1M

How this plan invests

This plan

20 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

Knocking points off

Total administrative cost in the bottom quartile of peers (23rd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CREST DISCOUNT FOODS, INC..

Plan sponsor

Name

CREST DISCOUNT FOODS, INC.

EIN

73-0759701

Address

2200 W. 15TH STREET · EDMOND, OK · 73013

Phone

(405) 330-8100

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2K · 401(m) arrangement

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

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT, INC.	33-0905143	—	INVESTMENT ADVISOR	$79K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOKF, NA	73-0780382	—	TRUSTEE	$45K	—

Investments

20 direct securities· $51.5M(95% of reported assets)

Other securities

$51.2M

18 holdings

Common Stock

$242K

1 holding

Cash / Money Market

$73K

1 holding

					% of plan
BlackRock Lifepath Index 2030 Mutual Funds	Other securities	—	—	$17.1M	31.5%
BlackRock Lifepath Index 2040 Mutual Funds	Other securities	—	—	$11.5M	21.2%
BlackRock Lifepath Index 2060 Mutual Funds	Other securities	—	—	$7.0M	12.9%
BlackRock Lifepath Index 2050 Mutual Funds	Other securities	—	—	$6.2M	11.4%
BlackRock Lifepath Index Retirement Mutual Funds	Other securities	—	—	$4.7M	8.8%
Vanguard 500 Index Admiral Mutual Funds	Other securities	—	—	$1.6M	3.0%
Vanguard Mid Cap Index Mutual Funds	Other securities	—	—	$756K	1.4%
JP Morgan US Equity Mutual Funds	Other securities	—	—	$557K	1.0%
Prudential Guaranteed Income Fund Mutual Funds	Other securities	—	—	$482K	0.9%
JP Morgan Equity Income Mutual Funds	Other securities	—	—	$413K	0.8%
Allspring SM Co GRWTH- Inst Mutual Funds	Common Stock	—	—	$242K	0.4%
Vanguard Small Cap Index Mutual Funds	Other securities	—	—	$228K	0.4%
DFA US Small Cap Mutual Funds	Other securities	—	—	$176K	0.3%
iShares Msci Tot Intl Index-K Mutual Funds	Other securities	—	—	$152K	0.3%
Vanguard Total Bond Market Index Mutual Funds	Other securities	—	—	$113K	0.2%
Oakmark International Mutual Funds	Other securities	—	—	$108K	0.2%
Janus Flexible Bond Mutual Funds	Other securities	—	—	$90K	0.2%
DFA Global Real Estate Securities Portfolio Mutual Funds	Other securities	—	—	$80K	0.1%
Cavanal Hill Money Market Mutual Funds	Cash / Money Market	—	—	$73K	0.1%
PIMCO Foreign Bond Mutual Funds	Other securities	—	—	$39K	<0.1%