Fielding A. Rogers signed ALE-8-One Bottling Company Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALE-8-One Bottling Company Inc.'s EIN is 61-0600657.
Download the official 2024 Form 5500 (PDF) for ALE-8-One Bottling Company Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALE-8-One Bottling Company Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | INESTMENT ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE INTEGRATED US SM GR EQ I Mutual Fund ** 763 VANGUARD 500 INDEX FUND - ADMIRAL Mutual Fund | Common Collective Trusts | — | — | $1.1M | 13.9% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Mutual Fund ** 771 AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Fund | Mutual Funds | — | — | $768K | 9.6% | |
| FIDELITY INFLATION PROTECTED BOND INDEX Mutual Fund ** 772 HARBOR CAPITAL APPRECIATION RETIREMENT Mutual Fund | Mutual Funds | — | — | $728K | 9.1% | |
| VANGUARD TARGET RETIREMENT 2030 INV Mutual Fund | Mutual Funds | — | — | $687K | 8.6% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL Mutual Fund ** 781 VANGUARD SMALL CAP INDEX FUND - ADMIRAL Mutual Fund | Common Collective Trusts | — | — | $648K | 8.1% | |
| GOLDMAN SACHS STABLE V CIT INV CI 1 GOLDMAN SACHS STABLE VALUE · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $635K | 7.9% | |
| VANGUARD MID CAP INDEX ADM Mutual Fund | Mutual Funds | — | — | $595K | 7.4% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund | Mutual Funds | — | — | $379K | 4.7% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL Mutual Fund | Mutual Funds | — | — | $277K | 3.4% | |
| ARTISAN HIGH INCOME INSTITUTIONAL Mutual Fund | Other securities | — | — | $274K | 3.4% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund | Mutual Funds | — | — | $269K | 3.4% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund | Mutual Funds | — | — | $203K | 2.5% | |
| VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund | Mutual Funds | — | — | $196K | 2.4% | |
| VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund ** 769 VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual Fund | Mutual Funds | — | — | $160K | 2.0% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund | Mutual Funds | — | — | $150K | 1.9% | |
| DODGE & COX INCOME X Mutual Fund | Mutual Funds | — | — | $125K | 1.6% | |
| DIAMOND HILL LARGE CAP Y Mutual Fund | Other securities | — | — | $108K | 1.3% | |
| VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund | Mutual Funds | — | — | $101K | 1.3% | |
| with maturities through January * Participant Loans 2048) -0- | Participant loans | — | — | $94K | 1.2% | |
| EMPOWER T. ROWE PRICE MID CAP GR INST Mutual Fund | Other securities | — | — | $50K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund | Mutual Funds | — | — | $50K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund | Mutual Funds | — | — | $50K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund | Mutual Funds | — | — | $44K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2065 INV Mutual Fund | Mutual Funds | — | — | $21K | 0.3% | |
| BAILLIE GIFFORD EMERGING MARKETS EQS K Mutual Fund | Other securities | — | — | $19K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
