BELK Stores Services, LLC's EIN is 56-0616731.
Download the official 2024 Form 5500 (PDF) for BELK Stores Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BELK Stores Services, LLC'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $421K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATUREFD LLC | 58-2323085 | — | NONE | $13K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VFTC TARGET RETIREMENT 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $53.0M | 13.2% | |
| Vanguard Target Retirement 2025 Common Collective Trust Fund | Common Collective Trusts | — | — | $52.8M | 13.2% | |
| VFTC TARGET RETIREMENT 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083987 / PN 001 | Common Collective Trust | — | — | $47.1M | 11.7% | |
| VFTC TARGET RETIREMENT 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $39.3M | 9.8% | |
| Vanguard Target Retirement Income Common Collective Trust Fund | Common Collective Trusts | — | — | $38.1M | 9.5% | |
| Vanguard Institutional Index Mutual Fund | Mutual Funds | — | — | $37.1M | 9.3% | |
| VFTC TARGET RETIREMENT INC TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $36.8M | 9.2% | |
| Vanguard Target Retirement 2020 Common Collective Trust Fund | Common Collective Trusts | — | — | $32.5M | 8.1% | |
| VFTC TARGET RETIREMENT 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $31.0M | 7.7% | |
| VFTC TARGET RETIREMENT 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $30.2M | 7.5% | |
| VFTC TARGET RETIREMENT 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $25.3M | 6.3% | |
| JPMCB Asset Income Stable Value Collective Trust Fund | Stable Value | — | — | $19.7M | 4.9% | |
| VFTC TARGET RETIREMENT 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $18.8M | 4.7% | |
| JPMCB STABLE ASSET INCOME FUND JPMORGAN CHASE BANK, N.A. · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $18.2M | 4.5% | |
| Vanguard Extended Market Index Adm Mutual Fund | Mutual Funds | — | — | $12.5M | 3.1% | |
| VFTC TARGET RETIREMENT 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $8.8M | 2.2% | |
| Vanguard FTSE All World Ex US Inst Mutual Fund | Mutual Funds | — | — | $7.7M | 1.9% | |
| MFS Institutional International Equity Mutual Fund | Mutual Funds | — | — | $6.9M | 1.7% | |
| William Blair Small Mid Growth Mutual Fund | Other securities | — | — | $6.3M | 1.6% | |
| Metropolitan West Total Return Bond Mutual Fund | Other securities | — | — | $5.4M | 1.4% | |
| Vanguard Target Retirement Income Growth I Common Collective Trust Fund 908 Metropolitan West Total Return Bond Mutual Fund | Common Collective Trusts | — | — | $4.2M | 1.0% | |
| Personal Choice Retirement Self-directed Brokerage Accounts | Self-Directed Brokerage | — | — | $4.0M | 1.0% | |
| Participant Loans*** Interest rates ranging * from 4.25% - 9.50% | Bonds / Notes | — | — | $4.0M | 1.0% | |
| VFTC TARGET RETIREMENT 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $4.0M | 1.0% | |
| Vanguard Treasury Money Market Investor Fund Money Market Fund | Mutual Funds | — | — | $3.7M | 0.9% | |
| Charles Schwab Vanguard Treasury Money Market Investor Fund Money Market Fund | Mutual Funds | — | — | $934K | 0.2% | |
| VFTC TARGET RETIREMENT 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $767K | 0.2% | |
| VGD TARGET RET INCOME GROWTH I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |
