Original filing (PDF)20260311151727NAL0005503107001

MITCHELL GROCERY CORPORATION

Name: MITCHELL GROCERY CORPORATION — MITCHELL GROCERY CORPORATION PROFIT SHARING/401(K) PLAN, Form 5500 (2024)
Creator: MITCHELL GROCERY CORPORATION

Form 5500

FILING_RECEIVED

MITCHELL GROCERY CORPORATION PROFIT SHARING/401(K) PLAN

401(k) retirement plan

Active participants

888

Accounts w/ balance

837

Plan assets (EOY)

$23.8M

Net assets (EOY)

$23.8M

How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MITCHELL GROCERY CORPORATION.

Plan sponsor

Name

MITCHELL GROCERY CORPORATION

EIN

63-0499227

Address

P.O. BOX 370 · ALBERTVILLE, AL · 35950

Phone

(256) 891-5436

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-11

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)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$56K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WAVERLY ADVISORS LLC	—	BIRMINGHAM, AL	INVESTMENT ADVISOR	$45K	—

Investments

26 direct securities · 1 pooled fund· $23.8M(100% of reported assets)

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.

Other securities

$21.1M

25 holdings

Common Stock

$2.2M

1 holding

Common Collective Trust

$566K

1 holding

					% of plan
American Funds 2030 Target Date Fund R6 Mutual fund	Other securities	—	—	$4.4M	18.3%
American Funds 2025 Target Date Fund R6 Mutual fund	Other securities	—	—	$3.0M	12.5%
American Funds 2035 Target Date Fund R6 Mutual fund	Other securities	—	—	$2.5M	10.3%
American Funds Capital Inc Bldr R6 Mutual fund	Common Stock	—	—	$2.2M	9.2%
American Funds Washington Mutual R6 Mutual fund	Other securities	—	—	$2.0M	8.3%
American Funds 2040 Target Date Fund R6 Mutual fund	Other securities	—	—	$1.4M	5.8%
American Funds New Perspective R6 Mutual fund	Other securities	—	—	$1.2M	5.1%
American Funds Growth Fund of Amer R6 Mutual fund	Other securities	—	—	$1.0M	4.3%
American Funds 2065 Target Date Fund R6 Mutual fund 344 * American Funds American Balanced R6 Mutual fund	Other securities	—	—	$962K	4.0%
American Funds 2045 Target Date Fund R6 Mutual fund	Other securities	—	—	$842K	3.5%
American Funds 2020 Target Date Fund R6 Mutual fund	Other securities	—	—	$670K	2.8%
American Funds 2050 Target Date Fund R6 Mutual fund	Other securities	—	—	$631K	2.6%
INVESCO STABLE VALUE FUND INVESCO FUNDS · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$566K	2.4%
American Funds 2055 Target Date Fund R6 Mutual fund	Other securities	—	—	$443K	1.9%
American Funds Fundamental Investors R6 Mutual fund	Other securities	—	—	$439K	1.8%
American Funds 2010 Target Date Fund R6 Mutual fund	Other securities	—	—	$393K	1.7%
American Funds SMALL CAP World R6 Mutual fund	Other securities	—	—	$300K	1.3%
American Funds EuroPacific Gr R6 Mutual fund	Other securities	—	—	$243K	1.0%
American Funds 2015 Target Date Fund R6 Mutual fund	Other securities	—	—	$212K	0.9%
American Funds 2060 Target Date Fund R6 Mutual fund	Other securities	—	—	$151K	0.6%
American Funds Capital World G/I R6 Mutual fund	Other securities	—	—	$129K	0.5%
PIMCO Total Return Instl Mutual fund	Other securities	—	—	$118K	0.5%
BlackRock High-Yield Bond Instl Mutual fund	Other securities	—	—	$73K	0.3%
American Funds Income Fund of America R6 Mutual fund	Other securities	—	—	$30K	0.1%
MFS Mid-Cap Value R6 Mutual fund	Other securities	—	—	$29K	0.1%
American Century Emerging Markets R6 Mutual fund	Other securities	—	—	$11K	<0.1%
Vanguard Small Cap Value Index Admiral Mutual fund	Other securities	—	—	$3K	<0.1%