Original filing (PDF)20251010121305NAL0013079024001

ASSOCIATED WHOLESALE GROCERS, INC.

Name: ASSOCIATED WHOLESALE GROCERS, INC. — ASSOCIATED WHOLESALE GROCERS, INC. RESTATED RETIREMENT PLAN, Form 5500 (2024)
Creator: ASSOCIATED WHOLESALE GROCERS, INC.

Form 5500

FILING_RECEIVED

ASSOCIATED WHOLESALE GROCERS, INC. RESTATED RETIREMENT PLAN

Defined-benefit pension plan

Signals · 3

40% in single holding33% employer stockNo recordkeeper disclosed

Active participants

395

Accounts w/ balance

—

Plan assets (EOY)

$179.9M

Net assets (EOY)

$179.9M

How this plan invests

This plan

13 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATED WHOLESALE GROCERS, INC..

Plan sponsor

Name

ASSOCIATED WHOLESALE GROCERS, INC.

EIN

48-0614866

Address

5000 KANSAS AVE · KANSAS CITY, KS · 661061135

Phone

(913) 288-1624

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PICKETT, CHANEY & MCMULLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOKF, NA	73-0780382	—	INVESTMENT ADVISOR	$263K	—

Investments

13 direct securities· $179.2M(100% of reported assets)

Uncategorized

$101.7M

11 holdings

Common Stocks

$58.3M

1 holding

Corporate Bonds

$19.1M

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	US Govt and Govt Agency Securities See Attached	—	—	$75.8M	$72.6M	40.3%
	See Attached	Common Stocks	—	$44.5M

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