Allison Kaplan signed Grocery Delivery E-Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grocery Delivery E-Services, Inc.'s EIN is 45-5349819.
Download the official 2024 Form 5500 (PDF) for Grocery Delivery E-Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grocery Delivery E-Services, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $529K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLD CO, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vangrd Instit Index Fnd Ins Registered Investment Company | Common Stocks | — | — | $17.7M | 16.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $13.1M | 12.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $11.9M | 11.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $9.3M | 8.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $6.7M | 6.3% | |
| Principal LargeCap Growth Fund | Other securities | — | — | $5.0M | 4.8% | |
| Vanguard Total International Stock Fund | Mutual Funds | — | — | $4.6M | 4.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $4.1M | 3.9% | |
| Notes Receivable from Participants Interest rates from 4.25 % to 9.50 % | Bonds / Notes | — | — | $3.2M | 3.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.2M | 3.0% | |
| Voya Retirement Insurance and Annuity Company Fixed Account, Crediting Rate of 2.25% | Bonds / Notes | — | — | $3.1M | 3.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.6M | 2.4% | |
| MFS International Growth Fund | Mutual Funds | — | — | $2.2M | 2.0% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 1.9% | |
| American Funds American Funds American Mutual Fund | Mutual Funds | — | — | $1.8M | 1.7% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $1.7M | 1.6% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $1.5M | 1.5% | |
| Calvert US Large-Cap Core Responsible Index Fund | Common Collective Trusts | — | — | $1.4M | 1.3% | |
| Blackrock Strategic Global Bond Fund ** 2 The Hartford The Hartford Total Return Bond Fund | Other securities | — | — | $1.3M | 1.2% | |
| JPMorgan Small Cap Growth Fund | Other securities | — | — | $1.2M | 1.2% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $1.2M | 1.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.1M | 1.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.1M | 1.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $837K | 0.8% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $686K | 0.6% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $457K | 0.4% | |
| Franklin Real Estate Securities Fund | Mutual Funds | — | — | $435K | 0.4% | |
| Pimco Income Fund | Mutual Funds | — | — | $433K | 0.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $202K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-4519624 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
