Donnie Bobbitt signed Adams Beverages, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adams Beverages, LLC's EIN is 63-0733351.
Download the official 2024 Form 5500 (PDF) for Adams Beverages, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adams Beverages, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $118K | — |
| ASCENSUS, LLC | 82-3719843 | — | CONTRACT ADMINISTRATOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERAT 2045 R1 FLEXPATH STRATEGIES · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $4.9M | 24.0% | |
| FLEXPATH INDEX MODERAT 2035 R1 FLEXPATH STRATEGIES · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $4.3M | 21.1% | |
| FLEXPATH INDEX MODERAT RET R1 FLEXPATH STRATEGIES · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $3.0M | 14.6% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.6M | 8.1% | |
| FLEXPATH INDEX MODERAT 2055 R1 FLEXPATH STRATEGIES · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.4M | 6.9% | |
| FLEXPATH INDEX AGGRE 2045 R1 FLEXPATH STRATEGIES · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $700K | 3.4% | |
| through May 2043 | Other securities | — | — | $516K | 2.5% | |
| JP MORGAN SM CP GROWTH R6 FUND 15,866 # | Other securities | — | — | $477K | 2.3% | |
| FLEXPATH INDEX AGGRE 2035 R1 FLEXPATH STRATEGIES · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $422K | 2.1% | |
| BLACKROCK EQTY INDX FD CLASS 1 BLACKROCK ADVISORS, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $362K | 1.8% | |
| INTERNATIONAL STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $327K | 1.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $323K | 1.6% | |
| PRINCIPAL STABLE VALUE Z FUND 298,393 # | Stable Value | — | — | $298K | 1.5% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $291K | 1.4% | |
| FLEXPATH INDEX AGGRE 2055 R1 FLEXPATH STRATEGIES · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $254K | 1.3% | |
| AMERICAN FDS WSHMUT INV R6 FD 2,485 # | Other securities | — | — | $253K | 1.2% | |
| AM FDS AM HI-INC TRUST R6 FUND 14,914 # | Common Stocks | — | — | $249K | 1.2% | |
| SMALL CAP VALUE III CI R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 000 | Common Collective Trust | — | — | $142K | 0.7% | |
| FIDELITY SM CAP INDEX FUND 2,539 # | Common Collective Trusts | — | — | $141K | 0.7% | |
| FLEXPATH INDEX AGGRE RETIRE R1 FLEXPATH STRATEGIES · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $96K | 0.5% | |
| FLEXPATH INDEX MOD 2065 R1 FLEXPATH STRATEGIES · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $89K | 0.4% | |
| ALLSPRING SPEC M CAP VALUE R6 1,331 # | Other securities | — | — | $88K | 0.4% | |
| FLEXPATH INDEX CONSERV 2055 R1 FLEXPATH STRATEGIES · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $83K | 0.4% | |
| MID CAP GROWTH II CL R1 FUND 1,438 # | Other securities | — | — | $56K | 0.3% | |
| FLEXPATH INDEX AGG 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $50K | 0.2% | |
| FIDELITY MID CAP INDEX FUND 521 # | Common Collective Trusts | — | — | $44K | 0.2% | |
| FLEXPATH INDEX CONSERV 2035 R1 FLEXPATH STRATEGIES · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $36K | 0.2% | |
| BLACKROCK EAFE EQ INDX FD CL 1 BLACKROCK ADVISORS, LLC · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $35K | 0.2% | |
| AMERICAN FUNDS NEWWORLD R6 126 # | Mutual Funds | — | — | $25K | 0.1% | |
| FLEXPATH INDEX CONSERV RET R1 FLEXPATH STRATEGIES · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $22K | 0.1% | |
| DFA GLOBAL REAL ESTATE SC I FD 1,041 # | Mutual Funds | — | — | $20K | <0.1% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $15K | <0.1% | |
| BLACKROCK US DBT IDX FD CL 1 BLACKROCK ADVISORS, LLC · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $12K | <0.1% | |
| FLEXPATH INDEX CONSERV 2045 R1 FLEXPATH STRATEGIES · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX MODERAT 2025 R1 FLEXPATH STRATEGIES · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2025 R1 FLEXPATH STRATEGIES · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV 2025 R1 FLEXPATH STRATEGIES · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-1665305 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENNETT THRASHER, LLP | 58-1673613 | — | ACCOUNTANT | $17K | — |
