Vanessa Chandler signed Alabama Farmers Cooperative Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alabama Farmers Cooperative Inc.'s EIN is 63-0207695.
Download the official 2023 Form 5500 (PDF) for Alabama Farmers Cooperative Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Alabama Farmers Cooperative Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $169K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT LLC | 45-4084437 | BIRMINGHAM, AL | AUDITOR | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Guaranteed Income Fund | Common Stocks | — | — | $21.5M | 18.1% | |
| T. Rowe Price Institutional Large Cap Core Growth Mutual Fund | Other securities | — | — | $14.0M | 11.8% | |
| MFS Value Fund Class R6 Mutual Fund | Mutual Funds | — | — | $9.7M | 8.2% | |
| JP Morgan Smart Retirement 2045 Institutional Mutual Fund | Other securities | — | — | $9.4M | 7.9% | |
| Vanguard Institutional Index I Mutual Fund | Mutual Funds | — | — | $8.5M | 7.1% | |
| JP Morgan Smart Retirement 2030 Institutional Mutual Fund | Other securities | — | — | $6.0M | 5.0% | |
| JP Morgan Smart Retirement 2035 Institutional Mutual Fund | Other securities | — | — | $5.9M | 5.0% | |
| JP Morgan Smart Retirement 2040 Institutional Mutual Fund | Other securities | — | — | $5.6M | 4.8% | |
| JP Morgan Smart Retirement 2050 Institutional Mutual Fund | Other securities | — | — | $5.6M | 4.7% | |
| JP Morgan Smart Retirement 2025 Institutional Mutual Fund | Other securities | — | — | $5.4M | 4.6% | |
| Vanguard Extended Market Index Admiral Mutual Fund | Mutual Funds | — | — | $3.9M | 3.3% | |
| Fidelity Total Bond Mutual Fund | Mutual Funds | — | — | $3.0M | 2.5% | |
| JP Morgan Smart Retirement 2055 Institutional Mutual Fund | Other securities | — | — | $2.9M | 2.5% | |
| JP Morgan Smart Retirement Income Mutual Fund | Other securities | — | — | $2.7M | 2.2% | |
| T. Rowe Price QM US Small Cap Growth Mutual Fund | Other securities | — | — | $2.6M | 2.2% | |
| American Funds EuroPacific Mutual Fund | Mutual Funds | — | — | $2.4M | 2.0% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $1.9M | 1.6% | |
| Victory Capital Management Victory Fund Pooled Fund | Other securities | — | — | $1.8M | 1.6% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $1.8M | 1.6% | |
| JP Morgan Smart Retirement 2020 Institutional Mutual Fund | Other securities | — | — | $1.4M | 1.2% | |
| JP Morgan Smart Retirement 2060 Institutional Mutual Fund | Other securities | — | — | $1.4M | 1.2% | |
| Participant loans with varying maturity dates and interest rates | Participant loans | — | — | $1.3M | 1.1% | |
| Mass Mutual Select Mid Cap Growth Mutual Fund | Other securities | — | — | $792K | 0.7% | |
| Vanguard Total International Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $476K | 0.4% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | Mutual Funds | — | — | $417K | 0.4% | |
| JP Morgan Smart Retirement 2065 Institutional Mutual Fund | Other securities | — | — | $61K | <0.1% | |
| WESTERN ASSET CR PLS BD EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 824 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURR & FORMAN LLP | 63-0322727 | BIRMINGHAM, AL | ATTORNEY | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $174K | — |
