Jesse Welsh signed Southeastern Grocers LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southeastern Grocers LLC's EIN is 27-1845190.
Download the official 2024 Form 5500 (PDF) for Southeastern Grocers LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southeastern Grocers LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | $553K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $182K | — |
| CREATIVE PLANNING HOLDCO, LLC |
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.
| 84-4519624 |
| — |
| INVESTMENT ADVISOR |
| $85K |
| — |
| FORVIS MAZARS, LLP | 44-0160260 | — | CONSULTANT | $55K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Stable Value Collective Trust Fund Wells Fargo Bank SEG Stable Value Fund | Stable Value | — | — | $135.2M | 14.4% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $125.3M | 13.3% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $120.5M | 12.8% | |
| TRP BLUE CHIP GR T1 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $95.6M | 10.2% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $49.5M | 5.3% | |
| Fidelity Management Trust Company Fidelity Contrafund K | Mutual Funds | — | — | $41.0M | 4.4% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2030 | Common Stocks | — | — | $40.8M | 4.3% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $40.8M | 4.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2040 | Common Stocks | — | — | $37.3M | 4.0% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $37.3M | 4.0% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2035 | Common Stocks | — | — | $37.1M | 3.9% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $37.1M | 3.9% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2025 | Common Stocks | — | — | $36.8M | 3.9% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $36.8M | 3.9% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2045 | Common Stocks | — | — | $25.8M | 2.7% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $25.8M | 2.7% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2050 | Common Stocks | — | — | $25.4M | 2.7% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $25.4M | 2.7% | |
| CT DIV INCOME INST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 090 | Common Collective Trust | — | — | $25.0M | 2.7% | |
| Self-Directed Brokerage Account * Fidelity Management Trust Company BrokerageLink | Self-Directed Brokerage | — | — | $18.4M | 2.0% | |
| Robert W. Baird & Co. Incorporated Baird Core Plus Institutional | Common Stocks | — | — | $16.9M | 1.8% | |
| Dodge & Cox Funds Dodge and Cox International Stock | Mutual Funds | — | — | $16.8M | 1.8% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2020 | Common Stocks | — | — | $15.5M | 1.6% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $15.5M | 1.6% | |
| Vanguard Total Bond Market index fund | Common Collective Trusts | — | — | $15.1M | 1.6% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2055 | Common Stocks | — | — | $14.7M | 1.6% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $14.7M | 1.6% | |
| through July 2038 | Other securities | — | — | $11.5M | 1.2% | |
| Fidelity Management Trust Company Fid Adv Class | Mutual Funds | — | — | $11.2M | 1.2% | |
| Wells Fargo Asset Management Wells Fargo Advantage Common Stock | Mutual Funds | — | — | $7.5M | 0.8% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2060 | Common Stocks | — | — | $4.3M | 0.5% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $4.3M | 0.5% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2015 | Common Stocks | — | — | $3.7M | 0.4% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.4% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement Balanced | Common Stocks | — | — | $3.4M | 0.4% | |
| TRP RETIRE BAL H T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.4% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $3.2M | 0.3% | |
| Common Collective Trust Funds T. Rowe Price Trust Company T. Rowe Price Retirement 2010 | Common Collective Trusts | — | — | $2.0M | 0.2% | |
| TRP RETIRE 2010 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.2% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2065 | Common Stocks | — | — | $1.1M | 0.1% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.1% | |
| Fidelity Management Trust Company Fidelity Money Market Trust Retirement | Mutual Funds | — | — | $174K | <0.1% | |
| SEG STABLE VALUE FUND SEI TRUST COMPANY · EIN 47-6524425 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
