LISA Kovalchik signed Gerrity's Supermarket, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gerrity's Supermarket, Inc.'s EIN is 23-2150407.
Download the official 2024 Form 5500 (PDF) for Gerrity's Supermarket, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gerrity's Supermarket, Inc.'s plan includes profit-sharing, 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 | — | RECORDKEEPER | $51K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ALLIANCE WEALTH ADVISORS LLC |
| 82-1809109 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $12K |
| — |
| THE BENEFITS GROUP, LLC | 30-0021518 | — | INVESTMENT ADVISORY-PLAN | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Company JPMorgan Growth Advantage R6 | Common Stocks | — | — | $5.8M | 26.7% | |
| Transamerica Life Ins Co Transamerica Stable Val Beacon ion | Common Stocks | — | — | $2.5M | 11.5% | |
| American Funds 2035 Trgt Date * Transamerica Life Insurance Company Retire R6 | Mutual Funds | — | — | $1.7M | 7.6% | |
| Transamerica Life Insurance Company Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.2M | 5.6% | |
| T. Rowe Price Capital * Transamerica Life Insurance Company Appreciation I | Common Stocks | — | — | $1.2M | 5.5% | |
| American Funds 2030 Trgt Date * Transamerica Life Insurance Company Retire R6 | Mutual Funds | — | — | $970K | 4.4% | |
| Transamerica Life Insurance Company Putnam Large Cap Value R6 | Mutual Funds | — | — | $807K | 3.7% | |
| Transamerica Life Insurance Company Fidelity Growth Strategies K6 | Mutual Funds | — | — | $758K | 3.5% | |
| Transamerica Life Insurance Company Fidelity International Index ** 7 * Transamerica Life Insurance Company Fidelity Total Bond K6 | Mutual Funds | — | — | $698K | 3.2% | |
| Participant Loans Loan Fund (4.25% - 9.50%) | Bonds / Notes | — | $671K | $671K | 3.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $671K | 3.1% | |
| American Funds 2020 Trgt Date * Transamerica Life Insurance Company Retire R6 | Mutual Funds | — | — | $648K | 3.0% | |
| American Funds 2045 Trgt Date * Transamerica Life Insurance Company Retire R6 | Mutual Funds | — | — | $602K | 2.8% | |
| Transamerica Life Insurance Company Vanguard Small Cap Index Adm | Mutual Funds | — | — | $575K | 2.6% | |
| American Funds 2040 Trgt Date * Transamerica Life Insurance Company Retire R6 | Mutual Funds | — | — | $523K | 2.4% | |
| American Funds 2025 Trgt Date * Transamerica Life Insurance Company Retire R6 | Mutual Funds | — | — | $521K | 2.4% | |
| American Funds New * Transamerica Life Insurance Company Perspective R6 | Mutual Funds | — | — | $410K | 1.9% | |
| Dimensional DFA Lg Cap Intl I | Mutual Funds | — | — | $403K | 1.8% | |
| American Funds 2055 Trgt Date * Transamerica Life Insurance Company Retire R6 | Mutual Funds | — | — | $355K | 1.6% | |
| American Funds 2060 Trgt Date * Transamerica Life Insurance Company Retire R6 | Mutual Funds | — | — | $325K | 1.5% | |
| American Funds 2050 Trgt Date * Transamerica Life Insurance Company Retire R6 | Mutual Funds | — | — | $233K | 1.1% | |
| Transamerica Life Insurance Company Vanguard Core Bond Admiral | Mutual Funds | — | — | $200K | 0.9% | |
| Vanguard Emerg Mkts Sel Stk * Transamerica Life Insurance Company Inv | Mutual Funds | — | — | $194K | 0.9% | |
| Vanguard Mid Cap Index Adm 7 Vanguard Selected Val Inv | Mutual Funds | — | — | $193K | 0.9% | |
| Inv | Other securities | — | — | $193K | 0.9% | |
| Transamerica Life Insurance Company Cash Reserve Account | Cash / Money Market | — | — | $75K | 0.3% | |
| Transamerica Life Insurance Company Vanguard Explorer Adm | Mutual Funds | — | — | $73K | 0.3% | |
| Vanguard Interm-Term Bond * Transamerica Life Insurance Company Index Adm | Mutual Funds | — | — | $70K | 0.3% | |
| Dimensional DFA US Targeted Val | Mutual Funds | — | — | $33K | 0.2% | |
| American Funds 2015 Trgt Date * Transamerica Life Insurance Company Retire R6 | Mutual Funds | — | — | $16K | <0.1% | |
| Transamerica Life Insurance Company Dodge & Cox Global Bond X | Mutual Funds | — | — | $6K | <0.1% | |
| Principal Real Estate Securities * Transamerica Life Insurance Company R6 | Common Stocks | — | — | $5K | <0.1% | |
| American Funds 2010 Trgt Date * Transamerica Life Insurance Company Retire R6 | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds 2065 Trgt Date * Transamerica Life Insurance Company Retire R6 | Mutual Funds | — | — | $3K | <0.1% | |
| AB SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 509 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMER FDS NEW PERSPECTIVE INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA DIVIDEND INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 635 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DELAWARE IVY MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 515 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA INF-PROTECTED SEC PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DWS RREEF RL EST SEC OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 637 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 310 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HAFORD SCHRODERS EMERG MKT EQ OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 543 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS FORTY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 199 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY L CR PLS FXD INC PF TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 776 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P 500 INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 102 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PR GL MULTI-SECTOR BD OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 746 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% |
