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Original filing (PDF)20250909142628NAL0012640739001
ASSOCIATED WHOLESALE GROCERS, INC.
Form 5500
FILING_RECEIVED
AWG, INC RESTATED 401(K) PLAN
401(k) retirement plan
Active participants
2,764
Accounts w/ balance
3,370
Plan assets (EOY)
$311.1M
Net assets (EOY)
$311.1M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
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) 288-1000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $137K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN LLP | 48-1246310 | — | ACCOUNTANT | $13K | — |
Investments
34 direct securities · 1 pooled fund· $303.7M(98% 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.
Uncategorized
$287.3M
34 holdings
Common Collective Trust
$16.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Retirement Mututal Fund | — | — | — | $29.0M | 9.3% | |
| American Funds 2040 Target Retirement Mututal Fund | — | — | — | $25.9M | 8.3% | |
| American Funds 2035 Target Retirement Mututal Fund | — | — | — | $24.7M | 7.9% | |
| Vanguard Institutional Index Fund Mututal Fund | — | — | — | $23.4M | 7.5% | |
| American Funds 2050 Target Retirement Mututal Fund | — | — | — | $17.5M | 5.6% | |
| Calvert Equity Fund Mututal Fund | — | — | — | $16.8M | 5.4% | |
| American Funds 2045 Target Retirement Mututal Fund | — | — | — | $16.5M | 5.3% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $16.4M | 5.3% | |
| American Funds 2025 Target Retirement Mututal Fund | — | — | — | $15.0M | 4.8% | |
| American Funds 2060 Target Retirement Mututal Fund | — | — | — | $11.2M | 3.6% | |
| American Funds 2055 Target Retirement Mututal Fund | — | — | — | $11.1M | 3.6% | |
| American Funds New Perspective Mututal Fund | — | — | — | $10.9M | 3.5% | |
| American Funds Washington Mutual Mututal Fund | — | — | — | $9.2M | 3.0% | |
| Notes receivable from participants Various participants, interest rates range from 4.25% to 9.50% | — | — | — | $7.1M | 2.3% | |
| LOAN FUND LOANS | — | — | $7.1M | $7.1M | 2.3% | |
| American Funds 2010 Target Retirement Mututal Fund | — | — | — | $6.7M | 2.2% | |
| American Funds 2020 Target Retirement Mututal Fund | — | — | — | $6.6M | 2.1% | |
| American Beacon Small Cap Value Mututal Fund | — | — | — | $5.7M | 1.8% | |
| COLUMBIA MIDCAP INDX FD INSTL2 MUTUAL FUNDS | — | — | $5.2M | $5.6M | 1.8% | |
| Columbia Mid Cap Index Fund Mututal Fund | — | — | — | $5.6M | 1.8% | |
| CARILLON EAGLE MID CP GRTH R6 MUTUAL FUNDS | — | — | $4.8M | $5.0M | 1.6% | |
| Dodge & Cox International Stock Fund Mututal Fund | — | — | — | $4.5M | 1.4% | |
| METROPOLITAN WEST TOTAL RTN P MUTUAL FUNDS | — | — | $4.5M | $3.9M | 1.3% | |
| VANGUARD TOTAL BD MRK IDX ADM MUTUAL FUNDS | — | — | $4.2M | $3.9M | 1.2% | |
| Allspring Special Mid Cap Value Fund Mututal Fund | — | — | — | $3.6M | 1.1% | |
| Neuberger Berman Genesis Mututal Fund | — | — | — | $2.3M | 0.7% | |
| Columbia Small Cap Index Fund Mututal Fund | — | — | — | $2.1M | 0.7% | |
| Vanguard REIT Index Fund Mututal Fund | — | — | — | $1.9M | 0.6% | |
| BLACKROCK INFLATION PROTECTD K MUTUAL FUNDS | — | — | $1.8M | $1.7M | 0.5% | |
| Vanguard Value Index Mututal Fund | — | — | — | $1.3M | 0.4% | |
| Northern Trust FD Emerging Markets Eq Index Mututal Fund | — | — | — | $913K | 0.3% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $316K | $315K | 0.1% | |
| American Funds 2015 Target Retirement Mututal Fund | — | — | — | $151K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $20K | $20K | <0.1% | |
| BlackRock Liquidity FedFund Money Market | — | — | — | $5K | <0.1% |