Original filing (PDF)20251212175442NAL0008540737001

BI-MART CORPORATION

Name: BI-MART CORPORATION — BI-MART CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: BI-MART CORPORATION

Form 5500

FILING_RECEIVED

BI-MART CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

2,142

Accounts w/ balance

3,259

Plan assets (EOY)

$141.2M

Net assets (EOY)

$141.2M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BI-MART CORPORATION.

Plan sponsor

Name

BI-MART CORPORATION

EIN

95-4159373

Address

PO BOX 2310 · 220 S. SENECA ROAD · EUGENE, OR · 974020199

Phone

(541) 344-0681

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-02-25

Tax period

2025-02-22

Filed

2025-12-12

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BAKER TILLY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $141.2M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Bi-Mart Acquisition Corporation 4,771,454 shares of common stock	—	—	$42.9M	$141.2M	100.0%

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