Theresa Monti signed The Kroger Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Kroger Co.'s EIN is 31-0345740.
Download the official 2024 Form 5500 (PDF) for The Kroger Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Kroger Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $2.0M | — |
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $675K | — |
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 | |||||
|---|---|---|---|---|---|---|
| KROGER DEFINED CONTR PLAN MASTER TR THE KROGER CO. · EIN 31-0345740 / PN 009 | Master Trust | — | — | $10.0B | 84.3% | |
| Corporate stock held outside of Master Trust | Master Trust Interest | — | — | $1.6B | 14.0% | |
| Participant loans, 4.25% to 11%, various maturities | Bonds / Notes | — | — | $132.8M | 1.1% |
