Michael Miller signed Northeast Grocery, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northeast Grocery, Inc.'s EIN is 86-3693178.
Download the official 2024 Form 5500 (PDF) for Northeast Grocery, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northeast Grocery, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $227K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS , LLC | 26-0058143 | — | INVESTMENT ADVISOR | $88K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund Commingled Pool Class A 1,879,703 shares | Common Collective Trusts | — | — | $85.5M | 15.5% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $85.5M | 15.5% | |
| Fidelity 500 Index Fund 367,997 shares | Common Collective Trusts | — | — | $75.1M | 13.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $52.7M | 9.5% | |
| T. Rowe Price Retirement 2030 Trust Cl A 1,413,819 shares | Common Stocks | — | — | $44.8M | 8.1% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $44.8M | 8.1% | |
| T. Rowe Price Retirement 2045 Trust Cl A 853,798 shares | Common Stocks | — | — | $31.9M | 5.8% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $31.9M | 5.8% | |
| T. Rowe Price Retirement 2035 Trust Cl A 878,245 shares | Common Stocks | — | — | $30.0M | 5.4% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $30.0M | 5.4% | |
| T. Rowe Price Retirement 2040 Trust Cl A 656,150 shares | Common Stocks | — | — | $23.8M | 4.3% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $23.8M | 4.3% | |
| T. Rowe Price Retirement 2025 Trust Cl A 753,410 shares | Common Stocks | — | — | $21.9M | 4.0% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $21.9M | 4.0% | |
| American Funds New Perspective Fund Class R6 324,348 shares | Mutual Funds | — | — | $20.2M | 3.6% | |
| John Hancock Funds Disciplined Value Fund Class R6 840,398 shares | Other securities | — | — | $18.9M | 3.4% | |
| T. Rowe Price Retirement 2050 Trust Cl A 385,129 shares | Common Stocks | — | — | $14.5M | 2.6% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $14.5M | 2.6% | |
| T. Rowe Price Retirement 2020 Trust Cl A 489,527 shares | Common Stocks | — | — | $13.0M | 2.4% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $13.0M | 2.4% | |
| T. Rowe Price Retirement 2055 Trust Cl A 321,067 shares | Common Stocks | — | — | $12.1M | 2.2% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $12.1M | 2.2% | |
| MassMutual Mid Cap Growth Fund Class R5 639,040 shares | Other securities | — | — | $12.0M | 2.2% | |
| BlackRock Ttotal Return Fund Institutional Shares 1,154,398 shares | Other securities | — | — | $11.2M | 2.0% | |
| Fidelity U.S. Bond Index Fund 1,096,857 shares | Common Collective Trusts | — | — | $11.2M | 2.0% | |
| Fidelity Extended Market Index Fund 118,136 shares | Common Collective Trusts | — | — | $10.7M | 1.9% | |
| MFS Mid Cap Value Fund ClassR3 348,465 shares | Mutual Funds | — | — | $10.6M | 1.9% | |
| Dodge & Cox International Stock Fund 163,994 shares | Mutual Funds | — | — | $8.2M | 1.5% | |
| Victory Sycamore Small Company Opportunity Fund Class R 192,415 shares | Common Stocks | — | — | $8.0M | 1.5% | |
| Fidelity International Index Fund 110,231 shares | Common Collective Trusts | — | — | $5.2M | 0.9% | |
| T. Rowe Price Retirement 2060 Trust Cl A 208,754 shares | Common Stocks | — | — | $5.0M | 0.9% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $5.0M | 0.9% | |
| MFS International Equity Fund Class R6 134,627 shares | Mutual Funds | — | — | $4.6M | 0.8% | |
| Loomis Sayles Small Cap Growth Fund Institutional Class 129,297 shares | Other securities | — | — | $3.8M | 0.7% | |
| T. Rowe Price Retirement 2015 Trust Cl A 124,274 shares | Common Stocks | — | — | $3.0M | 0.5% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.5% | |
| T. Rowe Price Retirement 2010 Trust Cl A 86,632 shares | Common Stocks | — | — | $1.9M | 0.4% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| T. Rowe Price Retirement 2065 Trust Cl A 116,849 shares | Common Stocks | — | — | $1.8M | 0.3% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.3% | |
| T. Rowe Price Retirement 2005 Trust Cl A 22,895 shares | Common Stocks | — | — | $479K | <0.1% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $479K | <0.1% | |
| Vanguard Federal Money Market Fund 122,730 shares | Mutual Funds | — | — | $123K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEAL, BECKER & CHIARAMONTE CPA'S P | 14-1624930 | — | ACCOUNTANT/AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARTER SECREST & EMERY LLP | 16-0766172 | — | ATTORNEY/LEGAL | $25K | — |
