Steve Mezzell signed Piggly Wiggly Alabama Distributing Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Piggly Wiggly Alabama Distributing Co., Inc.'s EIN is 63-0393676.
Download the official 2024 Form 5500 (PDF) for Piggly Wiggly Alabama Distributing Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Piggly Wiggly Alabama Distributing Co., Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Mainstay Large Cap Growth Fund Mutual Fund | Other securities | — | — | $8.4M | 23.9% | |
| Galliard Stable Return Common Collective Trust | Common Collective Trusts | — | — | $6.3M | 17.8% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $6.3M | 17.8% | |
| MFS Massachusetts Inv. Trust Fund Mutual Fund | Common Collective Trusts | — | — | $4.5M | 12.8% | |
| ABF Small Cap Value Fund Mutual Fund 14 Baird Core Plus Fund Mutual Fund | Other securities | — | — | $2.1M | 6.0% | |
| Freedom 2035 Fund Mutual Fund | Other securities | — | — | $1.5M | 4.3% | |
| Vanguard 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.5M | 4.2% | |
| Invesco Diversified Dividend Fund Mutual Fund | Mutual Funds | — | — | $1.4M | 4.0% | |
| Notes Receivable from Participants Interest rates range from 4.25% to 10.25% | Bonds / Notes | — | — | $1.2M | 3.5% | |
| Freedom 2030 Fund Mutual Fund | Other securities | — | — | $1.1M | 3.1% | |
| Freedom 2045 Fund Mutual Fund | Other securities | — | — | $1.0M | 2.9% | |
| Freedom 2025 Fund Mutual Fund | Other securities | — | — | $1.0M | 2.9% | |
| Oakmark International Fund Mutual Fund | Other securities | — | — | $674K | 1.9% | |
| Vanguard Total Bond Market Fund Mutual Fund | Mutual Funds | — | — | $510K | 1.4% | |
| Freedom 2050 Fund Mutual Fund | Other securities | — | — | $429K | 1.2% | |
| Overseas Fund Mutual Fund | Other securities | — | — | $388K | 1.1% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $387K | 1.1% | |
| Virtus Ceredex MidCap Value Equity Mutual Fund | Other securities | — | — | $378K | 1.1% | |
| Freedom 2040 Fund Mutual Fund | Other securities | — | — | $375K | 1.1% | |
| Vanguard Total International Stock Mutual Fund | Mutual Funds | — | — | $326K | 0.9% | |
| Freedom 2020 Fund Mutual Fund | Other securities | — | — | $282K | 0.8% | |
| Low Priced Stock Fund Mutual Fund | Other securities | — | — | $245K | 0.7% | |
| Freedom 2055 Fund Mutual Fund | Other securities | — | — | $224K | 0.6% | |
| Columbia Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $210K | 0.6% | |
| Freedom Income Fund Mutual Fund 228 Freedom 2010 Fund Mutual Fund | Other securities | — | — | $191K | 0.5% | |
| High Income Fund Mutual Fund | Other securities | — | — | $114K | 0.3% | |
| Freedom 2060 Fund Mutual Fund | Other securities | — | — | $94K | 0.3% | |
| Janus Triton Fund Mutual Fund | Mutual Funds | — | — | $85K | 0.2% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $66K | 0.2% | |
| Freedom 2015 Fund Mutual Fund | Other securities | — | — | $53K | 0.2% | |
| Oakmark Equity & Income Fund Mutual Fund | Other securities | — | — | $49K | 0.1% | |
| Small Cap Discovery Fund Mutual Fund | Other securities | — | — | $28K | <0.1% | |
| Freedom 2065 Fund Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
