Original filing (PDF)20250926164956NAL0022067346001

MOODYS MARKET, INC.

Name: MOODYS MARKET, INC. — MOODY'S MARKET, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: MOODYS MARKET, INC.

Form 5500

FILING_RECEIVED

MOODY'S MARKET, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

89% in single holdingNo recordkeeper disclosed

Active participants

165

Accounts w/ balance

163

Plan assets (EOY)

$11.5M

Net assets (EOY)

-$6.4M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOODYS MARKET, INC..

Plan sponsor

Name

MOODYS MARKET, INC.

EIN

81-0307747

Address

50389 US HWY 93 · POLSON, MT · 59860

Phone

(406) 253-9505

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2I · Stock bonus

3I · Requires investment in employer securities

2P · Leveraged ESOP

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $11.5M(100% of reported assets)

PI						% of plan
	Unallocated - 918,197 Shares	Other securities	—	$17.8M	$10.2M	88.8%
	Allocated - 115,803 Shares	Other securities	—	$2.2M	$1.3M	11.2%

1–2 of 2

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