Original filing (PDF)20251001101431NAL0005868099001

ATHENS DISTRIBUTING COMPANY OF MEMPHIS

Name: ATHENS DISTRIBUTING COMPANY OF MEMPHIS — ATHENS DISTRIBUTING COMPANY OF MEMPHIS 401 (K) RETIREMENT PLAN, Form 5500 (2024)
Creator: ATHENS DISTRIBUTING COMPANY OF MEMPHIS

Form 5500

FILING_RECEIVED

ATHENS DISTRIBUTING COMPANY OF MEMPHIS 401 (K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

32 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATHENS DISTRIBUTING COMPANY OF MEMPHIS.

Plan sponsor

Name

ATHENS DISTRIBUTING COMPANY OF MEMPHIS

EIN

62-0787770

Address

905 JAMES ST · MEMPHIS, TN · 38106

Phone

(901) 774-8888

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

2024-11-06

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS,	13-3689044	—	RECORDKEEPER	$38K	—
ACUFF & ASSOCIATES, INC	62-1477251	—	RECORDKEEPER	$3K	—
FUTUREPLAN BY ASCENSUS	82-3719843	—	RECORDKEEPER	$225	—

Advisor / Consultant

Investments

32 pooled funds· $0

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.

			% of plan
AMERICAN BEACON STEPHENS MID-CAP GR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
FIDELITY SMALL CAP VALUE INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS 2065 TRGT DATE RETIR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS NEW PERSPECTIVE R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS NEW WORLD R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS TRGT DATE RET 2010 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS TRGT DATE RET 2015 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS TRGT DATE RET 2020 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN CENTURY MID CAP VALUE R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS TRGT DATE RET 2030 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS TRGT DATE RET 2035 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS TRGT DATE RET 2040 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS TRGT DATE RET 2045 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS TRGT DATE RET 2050 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS TRGT DATE RET 2055 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS TRGT DATE RET 2060 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
ARTISAN INTERNATIONAL SMALL-MID CAP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
DFA REAL ESTATE SECURITIES I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
FEDERATED HERMES TOTAL RETURN BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
FIDELITY CAPITAL & INCOME TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
FIDELITY GROWTH DISCOVERY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
FIDELITY MID CAP INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
FIDELITY PURITAN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
FIDELITY SMALL CAP GROWTH INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
FIDELITY SMALL CAP INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
VANGUARD INTERNATIONAL VALUE INV TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
JHANCOCK INTERNATIONAL GROWTH R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
PIMCO REAL RETURN INST TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
VANGUARD 500 INDEX ADMIRAL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
VANGUARD EQUITY-INCOME ADM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
VANGUARD FEDERAL MONEY MARKET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—
AMERICAN FUNDS TRGT DATE RET 2025 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001	Pooled Separate Account	$0	—

1–32 of 32

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