Tommy Horst signed Alabama Grocers Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alabama Grocers Association's EIN is 63-1025911.
Download the official 2024 Form 5500 (PDF) for Alabama Grocers Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alabama Grocers Association'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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURNA | 36-6071399 | — | RECORDKEEPER | $38K | — |
| ERISA SERVICES OF ALABAMA, LLC | 86-2724986 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 304 | Pooled Separate Account | — | — | $689K | 15.0% | |
| Transamerica Stable Value Core Option Investment contract | Stable Value | — | — | $586K | 12.8% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $492K | 10.7% | |
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 301 | Pooled Separate Account | — | — | $362K | 7.9% | |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $359K | 7.8% | |
| International Equity Fund Pooled separate account | Pooled Separate Accounts | — | — | $209K | 4.5% | |
| TRANSAMERICA INTRNTL EQT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 788 | Pooled Separate Account | — | — | $209K | 4.5% | |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 307 | Pooled Separate Account | — | — | $160K | 3.5% | |
| JP Morgan Large Cap Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $152K | 3.3% | |
| JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $152K | 3.3% | |
| BLACKROCK TOTAL RETRN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 715 | Pooled Separate Account | — | — | $143K | 3.1% | |
| BNY MELLON GLOBAL FIXED INCOME RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 761 | Pooled Separate Account | — | — | $125K | 2.7% | |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 308 | Pooled Separate Account | — | — | $120K | 2.6% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $118K | 2.6% | |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 306 | Pooled Separate Account | — | — | $104K | 2.3% | |
| LORD ABBETT HI YLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 660 | Pooled Separate Account | — | — | $96K | 2.1% | |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 303 | Pooled Separate Account | — | — | $90K | 1.9% | |
| Bond Retirement Fund Pooled separate account | Pooled Separate Accounts | — | — | $86K | 1.9% | |
| TRANSAMERICA BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 744 | Pooled Separate Account | — | — | $86K | 1.9% | |
| STATE STREET RUSSELL LG CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $84K | 1.8% | |
| S&P Mid Cap Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $81K | 1.8% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $81K | 1.8% | |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 305 | Pooled Separate Account | — | — | $73K | 1.6% | |
| MFS MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $61K | 1.3% | |
| HARTFORD MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 726 | Pooled Separate Account | — | — | $52K | 1.1% | |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $48K | 1.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $44K | 1.0% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 309 | Pooled Separate Account | — | — | $40K | 0.9% | |
| Participant loans Interest rates range from 4.25% to 9.25% | Bonds / Notes | — | — | $32K | 0.7% | |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $20K | 0.4% | |
| AB GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 711 | Pooled Separate Account | — | — | $3K | <0.1% | |
| TRANSAMERICA EMERGING MRKTS DEBT RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 783 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 302 | 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.
| 13-2808480 |
| — |
| INVESTMENT ADVISORY - PL |
| $19K |
| — |
