Paul KAWA signed Roche Bros. Midco, LLC F/K/a Roche Bros. Supermarkets, Co.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roche Bros. Midco, LLC F/K/a Roche Bros. Supermarkets, Co.'s EIN is 04-2264124.
Download the official 2023 Form 5500 (PDF) for Roche Bros. Midco, LLC F/K/a Roche Bros. Supermarkets, Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Roche Bros. Midco, LLC F/K/a Roche Bros. Supermarkets, Co.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $259K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES | 93-0987232 | — | CONSULTANT | $115K |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX+ MOD 2025 FD CLASS R1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $22.4M | 10.8% | |
| American Funds Fundamental Inv R6 | Mutual Funds | — | — | $19.1M | 9.2% | |
| Transamerica Guaranteed Investment Option | Other securities | — | — | $16.7M | 8.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $15.8M | 7.6% | |
| FLEXPATH IDX+ MOD 2035 FD CLASS R1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $14.3M | 6.9% | |
| Putnam Dyn Asset Alloc Bal Y | Mutual Funds | — | — | $10.7M | 5.2% | |
| RPAG/WILMINGTON LG CAP VAL FD R1 WILMINGTON · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $10.3M | 5.0% | |
| LG CAP GR IV R1 WILMINGTON TRUST · EIN 38-7289821 / PN 001 | Common Collective Trust | — | — | $9.6M | 4.6% | |
| CORE BOND CLASS R1 WILMINGTON TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $7.7M | 3.7% | |
| FLEXPATH IDX+ MOD RETMENT FD CL R1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $7.5M | 3.6% | |
| WILMINGTON/BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $6.7M | 3.2% | |
| T. Rowe Price Spectrum Income I | Other securities | — | — | $5.6M | 2.7% | |
| Vanguard Strategic Eq | Mutual Funds | — | — | $5.6M | 2.7% | |
| FLEXPATH IDX+ MOD 2045 FD CLASS R1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $4.9M | 2.4% | |
| PIMCO Real Return A | Mutual Funds | — | — | $4.8M | 2.3% | |
| FLEXPATH IDX+ MOD 2055 FD CLASS R1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $4.3M | 2.1% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $4.3M | 2.1% | |
| Participant Loans | Participant loans | — | — | $4.1M | 2.0% | |
| EMERGING MKTS FUND CLASS R1 WILMINGTON TRUST · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $3.6M | 1.7% | |
| JPMorgan Small Cap Eq R5 | Other securities | — | — | $3.4M | 1.6% | |
| INTL EQ FUND R1 WELLINGTON · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $3.3M | 1.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $3.1M | 1.5% | |
| MFS Mid Cap Val R3 | Mutual Funds | — | — | $2.7M | 1.3% | |
| AMERICAN CENTURY SMALL CP VAL II R1 WILMINGTON TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $2.4M | 1.2% | |
| MID CAP GR FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2.3M | 1.1% | |
| FLEXPATH IDX+ AGG 2025 FD CLASS R1 WILMINGTON TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $1.8M | 0.9% | |
| SMALL CAP GR FUND II FEE CLASS R1 WILMINGTON TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $1.8M | 0.9% | |
| Putnam Dyn asset alloc Gr Y | Mutual Funds | — | — | $1.6M | 0.8% | |
| Cohen & Steers Realty Shares L | Other securities | — | — | $1.5M | 0.7% | |
| BlackRock Tech Opp Instl | Other securities | — | — | $1.3M | 0.6% | |
| FLEXPATH IDX+ CONSV 2035 FD CL R1 WILMINGTON TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $722K | 0.3% | |
| FLEXPATH IDX+ AGG 2045 FD CLASS R1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $645K | 0.3% | |
| FLEXPATH IDX+ AGG 2035 FD CLASS R1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $610K | 0.3% | |
| Putnam Dyn asset alloc Conserv Y | Mutual Funds | — | — | $492K | 0.2% | |
| FLEXPATH INDEX+ CONSRV 2065 CL R1 WILMINGTON TRUST · EIN 38-7271383 / PN 764 | Common Collective Trust | — | — | $195K | <0.1% | |
| FLEXPATH IDX+ AGG 2055 FD CLASS R1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $65K | <0.1% | |
| Vanguard Treasury Money Market Inv | Mutual Funds | — | — | $56K | <0.1% | |
| FLEXPATH IDX+ CONSV 2055 FD CL R1 WILMINGTON TRUST · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $38K | <0.1% | |
| FLEXPATH IDX+ AGG RETMENT FD CL R1 WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $21K | <0.1% | |
| FLEXPATH IDX+ CONSV 2045 FD CL R1 WILMINGTON TRUST · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% | |
| FLEXPATH IDX+ AGGRESSIVE 2065 CL R1 WILMINGTON TRUST · EIN 38-7271381 / PN 762 | Common Collective Trust | — | — | $8K | <0.1% | |
| FLEXPATH IDX+ CNSV RTMENT FD CL R1 WILMINGTON TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN, LLP | 41-0746749 | — | ACCOUNTANT | $19K | — |
| RSM US LLP | 42-0714325 | — | ACCOUNTANT | $8K | — |
