Laura Jurica signed Andrews Distributing Company of North Texas, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Andrews Distributing Company of North Texas, LLC's EIN is 03-0509514.
Download the official 2024 Form 5500 (PDF) for Andrews Distributing Company of North Texas, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Andrews Distributing Company of North Texas, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $162K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 Target Date N/R | Mutual Funds | — | — | $22.2M | 20.2% | |
| Retirement Fund R6 American Funds American Funds 2050 Target Date N/R | Mutual Funds | — | — | $15.7M | 14.3% | |
| Retirement Fund R6 American Funds American Funds 2030 Target Date N/R | Mutual Funds | — | — | $14.8M | 13.5% | |
| Retirement Fund R6 American Funds American Funds 2060 Target Date N/R | Mutual Funds | — | — | $14.1M | 12.9% | |
| Retirement Fund R6 * Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $6.6M | 6.0% | |
| Fund Participant loans * Participant Loans Interest rates: 3.25% - 9.50% $0 | Bonds / Notes | — | — | $4.5M | 4.1% | |
| American Funds American Funds 2020 Target Date N/R | Mutual Funds | — | — | $4.3M | 3.9% | |
| Retirement Fund R6 * Fidelity Investments Fidelity Large Cap Growth Index N/R | Mutual Funds | — | — | $4.0M | 3.6% | |
| American Funds American Funds 2055 Target Date N/R | Mutual Funds | — | — | $3.6M | 3.3% | |
| Retirement Fund R6 American Funds American Funds 2045 Target Date N/R | Mutual Funds | — | — | $3.4M | 3.1% | |
| Retirement Fund R6 JPMorgan Chase JPMorgan Large Cap Growth Fund N/R | Other securities | — | — | $3.2M | 2.9% | |
| R6 American Funds American Funds 2035 Target Date N/R | Mutual Funds | — | — | $2.8M | 2.5% | |
| Retirement Fund R6 * Fidelity Investments Fidelity Mid-Cap Index Fund N/R | Common Collective Trusts | — | — | $2.1M | 1.9% | |
| Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $1.3M | 1.2% | |
| Money market fund * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $1.2M | 1.1% | |
| Shares Fund MFS Value Fund R6 N/R | Mutual Funds | — | — | $1.2M | 1.1% | |
| Dodge & Cox Dodge & Cox Income Fund X N/R | Mutual Funds | — | — | $996K | 0.9% | |
| Victory Capital Victory RS Global Fund R6 N/R | Other securities | — | — | $822K | 0.7% | |
| Victory Capital Victory Sycamore Established Value N/R | Other securities | — | — | $706K | 0.6% | |
| Fund R6 MFS International Growth Fund R6 N/R | Mutual Funds | — | — | $639K | 0.6% | |
| American Funds American Funds 2025 Target Date N/R | Mutual Funds | — | — | $626K | 0.6% | |
| Retirement Fund R6 T. Rowe Price T. Rowe Price Overseas Stock I N/R | Other securities | — | — | $482K | 0.4% | |
| Vanguard Short-Term Inflation N/R | Mutual Funds | — | — | $338K | 0.3% | |
| Fidelity Investments Fidelity Mid-Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $303K | 0.3% | |
| American Funds American Funds 2010 Target Date N/R | Mutual Funds | — | — | $71K | <0.1% | |
| Retirement Fund R6 American Century American Century Small Cap N/R | Other securities | — | — | $41K | <0.1% | |
| Growth Fund R6 American Funds American Funds 2015 Target Date N/R | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
