Patricia Jackson signed Ingles Markets, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ingles Markets, Incorporated's EIN is 56-0846267.
Download the official 2024 Form 5500 (PDF) for Ingles Markets, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ingles Markets, Incorporated'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $149K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $94K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $31.1M | 15.8% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $20.1M | 10.2% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $10.5M | 5.3% | |
| JPMCB SMARTRETIREMENT DRE 2030 CF JP MORGAN FUNDS · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $10.4M | 5.3% | |
| JPMCB SMARTRETIREMENT DRE 2050 CF JP MORGAN FUNDS · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $10.2M | 5.2% | |
| JPMCB SMARTRETIREMENT DRE 2035 CF JP MORGAN FUNDS · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $8.5M | 4.3% | |
| CompanyT. Rowe Price Overseas Stock I | Other securities | — | — | $8.4M | 4.2% | |
| January 2025 through September 2033 | Other securities | — | — | $7.7M | 3.9% | |
| JPMCB SMARTRETIREMENT DRE 2025 CF JP MORGAN FUNDS · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $7.7M | 3.9% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $7.3M | 3.7% | |
| JPMCB SMARTRETIREMENT DRE 2055 CF JP MORGAN FUNDS · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $7.2M | 3.7% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $7.1M | 3.6% | |
| JPMCB SMARTRETIREMENT DRE 2045 CF JP MORGAN FUNDS · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $6.4M | 3.3% | |
| JPMCB SMARTRETIREMENT DRE 2040 CF JP MORGAN FUNDS · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $6.1M | 3.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $5.7M | 2.9% | |
| Vanguard Equity Income | Mutual Funds | — | — | $5.5M | 2.8% | |
| Ingles Markets, Incorporated Ingles Stock – Class A | Other securities | — | — | $5.2M | 2.7% | |
| Ingles Markets, Incorporated Ingles Stock – Class B | Other securities | — | — | $4.8M | 2.5% | |
| PIMCO STABLE INCOME FUND II FOUNDER SEI TRUST COMPANY · EIN 99-1463800 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $3.4M | 1.7% | |
| JPMCB SMARTRETIREMENT DRE 2020 CF JP MORGAN FUNDS · EIN 20-3063359 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.7% | |
| JPMCB SMARTRETIREMENT DRE 2060 CF JP MORGAN FUNDS · EIN 81-3221155 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.5% | |
| T. Rowe Price Small Cap Stock I | Other securities | — | — | $2.5M | 1.3% | |
| Pacific Investment Management International Bond (USD-Hedged) A | Other securities | — | — | $1.9M | 1.0% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $1.8M | 0.9% | |
| CompanyPacific Investment Management Stable Income Fund II Founders | Other securities | — | — | $1.7M | 0.9% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $1.2M | 0.6% | |
| JPMCB SMARTRETIREMENT DRE 2065 CF C JP MORGAN FUNDS · EIN 92-0307615 / PN 001 | Common Collective Trust | — | — | $966K | 0.5% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $954K | 0.5% | |
| JPMCB SMARTRETIREMENT DRE INCOME CF JP MORGAN FUNDS · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $913K | 0.5% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $777K | 0.4% | |
| Blackrock Liquid Treasury Fund | Other securities | — | — | $406K | 0.2% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $69K | <0.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
