How big is Plaid Pantries, Inc.'s plan?

Plaid Pantries, Inc.'s plan reported $14.3M in assets and 451 participants for 2024.

Original filing (PDF)20250911123102NAL0000213651001

Plaid Pantries, Inc.

Name: Plaid Pantries, Inc. — The Plaid Pantry Retirement, Form 5500 (2024)
Creator: Plaid Pantries, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Plaid Pantry Retirement and Profit Sharing Plan

401(k) retirement plan · Plaid Pantries, Inc.'s The Plaid Pantry Retirement and Profit Sharing Plan held $14.3M in plan assets for 451 participants in 2024, with Empower as recordkeeper.

Active participants

451

Accounts w/ balance

231

Plan assets (EOY)

$14.3M

Net assets (EOY)

$14.3M

Plan identifiers

Plaid Pantries, Inc.'s EIN is 93-0516893.

EIN 93-0516893

Plan number 002

Plan year 2024

ACK ID 20250911123102NAL0000213651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Plaid Pantries, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Plaid Pantries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

28 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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

PLAID PANTRIES, INC.

EIN

all filings

Address

1585 SW MARLOW AVE. · SUITE #120 · PORTLAND, OR · 97225

Phone

(503) 646-4246

Industry

Retail Trade

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

2025-09-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$11K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRIME RETIREMENT SOLUTIONS LLC	—	FLORHAM PARK, NJ	CONTRACT ADMIN	$962	—

Investments

28 direct securities· $14.3M(100% of reported assets)

Mutual Funds

$13.0M

19 holdings

Common Collective Trusts

$563K

2 holdings

Bonds / Notes

$376K

1 holding

Other securities

$304K

5 holdings

Common Stocks

$19K

1 holding

					% of plan
Vanguard Target Retirement 2035 Mutual Fund a	Mutual Funds	—	—	$2.5M	17.5%
Vanguard Target Retirement 2030 Mutual Fund a	Mutual Funds	—	—	$2.2M	15.4%
Vanguard Target Retirement 2025 Mutual Fund a	Mutual Funds	—	—	$1.7M	11.9%
Vanguard Target Retirement 2045 Mutual Fund a	Mutual Funds	—	—	$1.5M	10.2%
Vanguard Target Retirement 2040 Mutual Fund a	Mutual Funds	—	—	$1.3M	9.0%
Vanguard Target Retirement 2020 Mutual Fund a	Mutual Funds	—	—	$1.2M	8.6%
Vanguard Target Retirement 2050 Mutual Fund a	Mutual Funds	—	—	$1.0M	7.2%
Vanguard Target Retirement 2055 Mutual Fund a	Mutual Funds	—	—	$865K	6.1%
Vanguard Target Retirement Income In Mutual Fund a	Mutual Funds	—	—	$408K	2.9%
Participant Loans 5.24% - 10.50% -	Bonds / Notes	—	—	$376K	2.6%
Vanguard 500 Index Fund Admiral Mutual Fund a	Common Collective Trusts	—	—	$346K	2.4%
Principal Global Real Estate Sec Instl Mutual Fund a 944 Principal Small Cap Value II Inst Mutual Fund a	Other securities	—	—	$283K	2.0%
Vanguard Growth Index Fund Admiral Mutual Fund a	Common Collective Trusts	—	—	$217K	1.5%
Vanguard Mid Cap Value Index Adm Mutual Fund a	Mutual Funds	—	—	$131K	0.9%
Vanguard Target Retirement 2060 Mutual Fund a	Mutual Funds	—	—	$65K	0.5%
PIMCO International Bond Mutual Fund a	Mutual Funds	—	—	$28K	0.2%
Vanguard Target Retirement 2065 Mutual Fund a	Mutual Funds	—	—	$27K	0.2%
Vanguard Value Index Admiral Mutual Fund a	Mutual Funds	—	—	$24K	0.2%
Vanguard Mid Cap Growth Index Adm Mutual Fund a	Mutual Funds	—	—	$22K	0.2%
Key Guaranteed Portfolio Fund Group Annuity Contract a	Common Stocks	—	—	$19K	0.1%
Vanguard Interim Term Bond Index Mutual Fund a	Mutual Funds	—	—	$14K	<0.1%
Vanguard Hi-Yield Corporate Admiral Mutual Fund a	Mutual Funds	—	—	$13K	<0.1%
Franklin Small Cap Growth R6 Mutual Fund a	Mutual Funds	—	—	$13K	<0.1%
T. Rowe Price Overseas Stock Mutual Fund a	Other securities	—	—	$11K	<0.1%
Vanguard Inflation Protected Sec Adm Mutual Fund a	Mutual Funds	—	—	$9K	<0.1%
Victory Trivalent International Small Cap Mutual Fund a	Other securities	—	—	$5K	<0.1%
Seafarer Overseas Growth and Income Mutual Fund a	Other securities	—	—	$2K	<0.1%
TCW Emerging Markets Income Mutual Fund a	Other securities	—	—	$2K	<0.1%