Charles Lynn Willard signed Lowcountry Grocers, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lowcountry Grocers, LLC's EIN is 30-0841821.
Download the official 2024 Form 5500 (PDF) for Lowcountry Grocers, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lowcountry Grocers, LLC's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MY BENEFITS LLC | 45-2098380 | ATLANTA, GA | CONTRACT ADMIN | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI LOWCOUNTRY GROCERS · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $2.4M | 98.9% | |
| Collective Trust Funds Wilmington Trust Index Select Moderate Retirement I | Pooled Separate Accounts | — | — | $1.1M | 42.9% | |
| Wilmington Trust Index Select Moderate 2035 I | Other securities | — | — | $823K | 33.6% | |
| Wilmington Trust Index Select Moderate 2045 I | Other securities | — | — | $249K | 10.2% | |
| Wilmington Trust Index Select Moderate 2055 I | Other securities | — | — | $188K | 7.7% | |
| Mutual Funds Vanguard 500 Index Fund Admiral Shares | Pooled Separate Accounts | — | — | $30K | 1.2% | |
| Participant Loans through 2029 | Participant loans | — | — | $24K | 1.0% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $24K | 1.0% | |
| MassMutual Mid Cap Growth I | Other securities | — | — | $10K | 0.4% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $7K | 0.3% | |
| Victory Sycamore Est Value R6 | Other securities | — | — | $5K | 0.2% | |
| Pioneer Equity Income K | Other securities | — | — | $5K | 0.2% | |
| American Funds American Funds Amer Balanced R6 | Mutual Funds | — | — | $5K | 0.2% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $4K | 0.2% | |
| MFS Governmnet Securities R6 | Mutual Funds | — | — | $4K | 0.2% | |
| Fidelity Fidleity Advisor Total Bond Fund Z | Mutual Funds | — | — | $3K | 0.1% | |
| American Funds American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | — | $3K | 0.1% | |
| Hartford International Opportunities | Other securities | — | — | $3K | 0.1% | |
| Invesco International Diversification R6 | Mutual Funds | — | — | $3K | 0.1% | |
| Hartford MidCap R6 | Other securities | — | — | $2K | <0.1% | |
| All Spring AllSpring Special Small Cap Value R6 | Other securities | — | — | $2K | <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 |
|---|---|---|---|---|---|
| MOSS & YANTIS | — | MT PLEASANT, SC | AUDITOR | $11K | — |
