Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
North State Grocery, Inc.
EIN 68-0173691supermarketsLatest filing 2025
Plans
3
Retirement
2
$132.8M assets
Health & Benefits
1
$263K premiums
Participants
2,759
PO BOX 439 - COTTONWOOD, CA 96022530-347-4621shopholidaymarket.comLinkedIn1001-5000 employeessupermarkets
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $132.8M assets / 1,739 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $263K premiums / 1,015 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$234K
- Life$138K
- Short-term disability$96K
- Long-term disability$29K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
NORTH STATE GROCERY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$115.9M
Participants981
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
NORTH STATE GROCERY, INC. 401(K) PLAN
401(k)
Assets$17.0M
Participants758
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
NORTH STATE GROCERY EMPLOYEE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$263K
Covered lives1,015
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | NORTH STATE GROCERY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $115.9M | 981 | 2025 |
| #001 | NORTH STATE GROCERY, INC. 401(K) PLAN | 401(k) | $17.0M | 758 | 2025 |
- #002 · ESOP · 2025981
- #001 · 401(k) · 2025758
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | NORTH STATE GROCERY EMPLOYEE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $263K | 1,015 | 2025 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 20251,015
Retirement plans
Health & Benefits plans