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Sponsor portfolio

SAKER SHOPRITES INC.

EIN 22-1729304-supermarkets-Latest filing 2025
Plans
3
Retirement
2
$133.4M assets
Welfare
1
$929K premiums
Participants
2,856
10 CENTERVILLE RD - HOLMDEL, NJ 077331103732-462-4700sakershoprites.comLinkedIn5001-10000 employeessupermarkets
Plans on this EIN
3 filings
#003401k-$105.9M - 857 part#106TraditionalDB-$27.6M - 1,529 part#505Mixed-$929K - 622 lives

Retirement portfolio analytics

2 plans aggregated / $133.4M assets / 2,386 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • INC. 401K PLAN (#003)79%
  • EE'S RET PLAN (#106)21%
Total $133.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • (Not disclosed)79%
  • MORGAN STANLEY SMITH BARNEY21%
Total $133.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EE'S RET PLAN (#106)1,529
  • INC. 401K PLAN (#003)857
Total 2,386Click row to drill in

Benefits portfolio analytics

1 plan / $929K premiums / 622 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$514K
  • Long-term disability$392K
  • Dental$332K
  • Vision$84K
Total $929K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA42%
  • DELTA DENTAL OF CALIFORNIA36%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • VISION SERVICE PLAN9%
Total $929K4 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • JAMES R NELLIGAN & ASSOCIATES LLC50%
  • LAURIE GOLDSMITH-HEITNER46%
  • STEPHEN S. HONIG3%
Total $73K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SAKER SHOPRITES, INC. 401K PLAN

401k

Assets$105.9M
Participants857
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#106

SAKER SHOPRITES, INC. - LOCAL 360 EE'S RET PLAN

TraditionalDB

Assets$27.6M
Participants1,529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SAKER SHOPRITES INC HEALTH AND WELFARE PLAN FOR FULL-TIME EMPLOYEES

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$929K
Covered lives622
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SAKER SHOPRITES, INC. 401K PLAN401k$105.9M8572024
106SAKER SHOPRITES, INC. - LOCAL 360 EE'S RET PLANTraditionalDB$27.6M1,5292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SAKER SHOPRITES INC HEALTH AND WELFARE PLAN FOR FULL-TIME EMPLOYEESMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$929K6222025
Retirement plans
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