Filings through Sep 24, 2026.

Retirement plan

The Pete Store, LLC 401(k) Plan

Name: THE PETE STORE, LLC - THE PETE STORE, LLC 401(K) PLAN (2024) Form 5500
Creator: THE PETE STORE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE PETE STORE, LLC 401(K) PLAN, THE PETE STORE, LLC

The Pete Store, LLCEIN 26-4607022Plan #001PY 2024

5100 HOLABIRD AVENUE - BALTIMORE, MD 21224804-440-0070

Prospect flagsLow participationCorrective distributionsPossible retail share class: $162KFund lineup: 20 funds, $34.9M

How to read this page

Total assets (EOY)

$35.6M

+22.2% from 2023

Total participants

1,108

+7.1% from 2023

Average account balance

$56,014

+13.9% from 2023

Annual return

15.38%

-6.70 pp from 2023

Benchmarks

See 393 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants1,000-4,999

Cohort393 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
WEALTH ENHANCEMENT ADVISORY SE3 years Filed as: WEALTH ENHANCEMENT ADVISORY Service code 26 · EIN 41-2016508 8161 MAPLE LAWN BLVD · FULTON, MD 20759	Advisory (Participants)	$34,033
JOHN HANCOCK LIFE INSURANCE COMPANY2 years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600	Recordkeeping	$12,148
EPIC RETIREMENT PLAN SERVICES1 year Filed as: AMERICAN RETIREMENT PLAN SVC, LLC Service code 15 · EIN 52-2025778	Recordkeeping	$6,768

Fund lineup

CSV with Pro

20 funds of $250K or more; 35 lines in all, holding $34.9M of the plan's $35.6M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).

In collective trusts75%median 0% for plans of $5M to $50M (34,889 plans)

In index funds5%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series75%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: John Hancock Lifetime Blend, collective trust, 75% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
John Hancock Lifetime Blend Manager not matched · Collective trust Target-date, 10 vintages	Not yet matched	Collective trust	$26.3M	75.4%
Index Fund Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$1.3M	3.8%
AF Growth Portfolio - R6 Manager not matched · Mutual fund	Not yet matched	Mutual fund	$849K	2.4%
Income Fund OF America Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$822K	2.4%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$818K	2.3%
American Fund: AF Balanced R6 Manager not matched · Mutual fund	Not yet matched	Mutual fund	$669K	1.9%
Reliance MetLife Stable Value MetLife · Insurance contract	MetLife	Insurance contract	$589K	1.7%
Janus Henderson Global Technology and Innovation Fund Class N Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$426K	1.2%
Dodge & Cox Stock Fund Dodge & Cox · Mutual fund	Dodge & Cox	Mutual fund	$323K	0.9%
T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund	T. Rowe Price	Mutual fund	$284K	0.8%

See the other 25 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2J2K2F2G2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$86K

$85 / participant

Investment mgmt$15K17.6%
Contract admin$66K77.5%
Other / not subdivided$4K4.9%

% of EOY assets

0.240%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: COUNCILOR, BUCHANAN & MITCHELL
Auditor EIN: 521711839
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

WEALTH ENHANCEMENT ADVISORY SE3 years

Filed as: WEALTH ENHANCEMENT ADVISORY

Service code 26 · EIN 41-2016508

8161 MAPLE LAWN BLVD · FULTON, MD 20759

Advisory (Participants)

$34,033

JOHN HANCOCK LIFE INSURANCE COMPANY2 years

Service code 15 · EIN 01-0233346

P.O. BOX 600 · BUFFALO, NY 142010600

Recordkeeping

$12,148

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: AMERICAN RETIREMENT PLAN SVC, LLC

Service code 15 · EIN 52-2025778

Recordkeeping

$6,768

Fund

Dollars

% of funds%

John Hancock Lifetime Blend

Manager not matched · Collective trust

Target-date, 10 vintages

$26.3M

75.4%

Index Fund

Manager not matched · Mutual fund

Index

$1.3M

3.8%

AF Growth Portfolio - R6

Manager not matched · Mutual fund

$849K

2.4%

Income Fund OF America Class R-6

Capital Group · Mutual fund

$822K

2.4%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$818K

2.3%

American Fund: AF Balanced R6

Manager not matched · Mutual fund

$669K

1.9%

Reliance MetLife Stable Value

MetLife · Insurance contract

$589K

1.7%

Janus Henderson Global Technology and Innovation Fund Class N

Janus Henderson · Mutual fund

$426K

1.2%

Dodge & Cox Stock Fund

Dodge & Cox · Mutual fund

$323K

0.9%

T. Rowe Price Overseas Stock Fund

T. Rowe Price · Mutual fund

$284K

0.8%

The Pete Store, LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

The Pete Store, LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion