Original filing (PDF)20260709133915NAL0000411555001

Fareway Stores, Inc.

Name: Fareway Stores, Inc. — Fareway Stores, Inc. 401(k), Form 5500 (2025)
Creator: Fareway Stores, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Fareway Stores, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Fareway Stores, Inc.'s Fareway Stores, Inc. 401(k) Profit Sharing Plan held $436.5M in plan assets for 5,934 participants in 2025, with Transamerica as recordkeeper.

Active participants

5,934

Accounts w/ balance

7,163

Plan assets (EOY)

$436.5M

Net assets (EOY)

$436.5M

How this plan invests

This plan

12 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (5th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAREWAY STORES, INC..

Plan sponsor

Name

FAREWAY STORES, INC.

EIN

42-0240920all filings

Address

8800 NW 62ND AVENUE · JOHNSTON, IA · 50131

Phone

(515) 432-2623

Industry

Supermarkets & Other Grocery Stores· Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$307K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS	34-1542810	—	CONSULTANT	$244K	—

Broker

Investments

12 pooled funds· $170.2M(39% of reported assets)

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.

			% of plan
CAPITAL GROUP 2045 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 368	Common Collective Trust	$35.9M	8.2%
CAPITAL GROUP 2050 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 369	Common Collective Trust	$25.8M	5.9%
CAPITAL GROUP 2035 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 366	Common Collective Trust	$21.9M	5.0%
CAPITAL GROUP 2040 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 367	Common Collective Trust	$20.6M	4.7%
CAPITAL GROUP 2030 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 365	Common Collective Trust	$20.4M	4.7%
CAPITAL GROUP 2055 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 382	Common Collective Trust	$18.6M	4.3%
TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA TRUST COMPANY · EIN 04-6784256 / PN 001	Common Collective Trust	$11.2M	2.6%
CAPITAL GROUP 2060 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 383	Common Collective Trust	$6.5M	1.5%
CAPITAL GROUP 2025 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 364	Common Collective Trust	$5.0M	1.2%
CAPITAL GROUP 2020 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 363	Common Collective Trust	$2.3M	0.5%
CAPITAL GROUP 2065 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 385	Common Collective Trust	$1.8M	0.4%
CAPITAL GROUP 2070 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 387	Common Collective Trust	$56K	<0.1%