Original filing (PDF)20251014125709NAL0001413043001

C&K MARKET, INC.

Name: C&K MARKET, INC. — C & K MARKET, INC. 401(K) PLAN, Form 5500 (2024)
Creator: C&K MARKET, INC.

Form 5500

FILING_RECEIVED

C & K MARKET, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

1,209

Accounts w/ balance

1,649

Plan assets (EOY)

$33.0M

Net assets (EOY)

$33.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

C&K MARKET, INC.

EIN

93-0564163

Address

850 O'HARE PARKWAY STE 100 · MEDFORD, OR · 975047720

Phone

(541) 469-3113

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

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$69K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP LLC	33-0818667	—	INVESTMENT ADVISOR	$32K	—

Other

Name	EIN	Location	Relation	Direct comp

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

1 pooled fund· $928K(3% of reported assets)

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.

Investment	Type	Current value	% of plan
FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	$928K	2.8%

Related plans

Other plans using FIDELITY INVESTMENTS INSTITUTIONAL

KAISER PERMANENTE MEDICAL CARE PROGRAM

KAISER PERMANENTE GROUP TRUST

$66.6B

MICROSOFT CORPORATION

MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN

$65.6B · 123,878 participants

INTERNATIONAL BUSINESS MACHINES CORPORATION

IBM 401(K) PLAN

$60.4B · 49,030 participants

AT&T INC.

AT&T RETIREMENT SAVINGS PLAN

$43.1B · 102,760 participants

VERIZON COMMUNICATIONS INC.

VERIZON MASTER SAVINGS TRUST

$41.1B