Katie Mahoney signed Dierbergs Markets, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dierbergs Markets, Inc.'s EIN is 43-0863198.
Download the official 2024 Form 5500 (PDF) for Dierbergs Markets, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dierbergs Markets, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $181K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 | — | NONE | $66K | — |
| RUBIN BROWN LLP |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund Of America R6 | Mutual Funds | — | — | $20.5M | 26.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $14.1M | 18.1% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $11.3M | 14.4% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $6.3M | 8.1% | |
| T.Rowe Price Integrated U.S. Small Growth Equity | Other securities | — | — | $4.8M | 6.1% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $3.5M | 4.4% | |
| Ivy Mid Cap Grown I | Other securities | — | — | $2.8M | 3.5% | |
| JP Morgan Mid Cap Value | Other securities | — | — | $2.1M | 2.7% | |
| Global TR IRM Core BD Fund | Other securities | — | — | $2.0M | 2.6% | |
| IR&M CORE BOND COLLECTIVE FUND GLOBAL TRUST COMPANY - IR&M · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.6% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $1.8M | 2.3% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $1.4M | 1.8% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| various dates through August 2039) | Other securities | — | — | $1.1M | 1.4% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| Fidelity Institutional Index Fund | Common Collective Trusts | — | — | $976K | 1.2% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $332K | 0.4% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $261K | 0.3% | |
| SCHWAB INDEXED RET TRUST FD 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $231K | 0.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $228K | 0.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $153K | 0.2% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $149K | 0.2% | |
| Ishares Real Estate Fund | Other securities | — | — | $80K | 0.1% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $69K | <0.1% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $45K | <0.1% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $39K | <0.1% | |
| SCHWAB INDEXED RET TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $12K | <0.1% | |
| SCHWAB INDEXED RET TRUST FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-0765316 |
| — |
| NONE |
| $13K |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
