Glorimar Perez signed Supermercados Maximo, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Supermercados Maximo, Inc.'s EIN is 66-0615815.
Download the official 2024 Form 5500 (PDF) for Supermercados Maximo, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Supermercados Maximo, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMINISTARTION SERVIC | 16-1503696 | — | NONE | $76K | — |
| FINAXIAL CORP | 66-0591759 | — | NONE | $39K | — |
| BPAS TRUST COMPANY OF PUERTO RICO | 66-0795542 | — | NONE | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| IShares S&P 500 Index K Mutual Fund | Common Collective Trusts | — | — | $1.4M | 16.6% | |
| Blackrock Lifepath Index 2035 K Mutual Fund | Other securities | — | — | $863K | 10.2% | |
| Blackrock Lifepath Index 2045 K Mutual Fund | Other securities | — | — | $837K | 9.9% | |
| Blackrock Lifepath Index Ret K Mutual Fund | Other securities | — | — | $521K | 6.2% | |
| Principal Drivers Int'l Inst'l Mutual Fund ** 71 Vanguard Equity Income Admiral Mutual Fund | Mutual Funds | — | — | $487K | 5.8% | |
| IShares Russell MD-CAP Index K Mutual Fund | Other securities | — | — | $485K | 5.7% | |
| PR CAPITAL PRESERVATION FUND BPAS TRUST COMPANY OF PUERTO RICO · EIN 66-0929359 / PN 001 | Common Collective Trust | — | — | $410K | 4.9% | |
| Blackrock Lifepath Index 2055 K Mutual Fund | Other securities | — | — | $406K | 4.8% | |
| AB US LG CAP GROWTH CIT P2 ALLIANCEBERNSTEIN · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $393K | 4.7% | |
| Blackrock Lifepath Index 2040 K Mutual Fund | Other securities | — | — | $301K | 3.6% | |
| HB&T BLACKROCK US AGG BD IND Common Collective Trust - HB&T BLKRCK MSCI ACWI EXUS IND Common Collective Trust - INVESCO OPP DEVELOPING MKTS Mutual Fund - ISHARES MSCI TTL INTL INDEX K Mutual Fund | Common Collective Trusts | — | — | $251K | 3.0% | |
| Blackrock Lifepath Index 2030 K Mutual Fund | Other securities | — | — | $235K | 2.8% | |
| Blackrock Lifepath Index 2060 K Mutual Fund | Other securities | — | — | $221K | 2.6% | |
| Blackrock Lifepath Index 2050 K Mutual Fund | Other securities | — | — | $195K | 2.3% | |
| DFA Real Estate Securities I Mutual Fund | Mutual Funds | — | — | $193K | 2.3% | |
| American Funds Europacific R6 Mutual Fund | Mutual Funds | — | — | $189K | 2.2% | |
| Macquarie Mid Cap Growth I Mutual Fund | Other securities | — | — | $175K | 2.1% | |
| Blackrock Lifepath Index 2065 K Mutual Fund | Other securities | — | — | $167K | 2.0% | |
| NB SMALL CAP GROWTH TR FNDRS WILMINGTON TRUST N.A. · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $159K | 1.9% | |
| IShares US AGGR Bond Index K Mutual Fund | Other securities | — | — | $152K | 1.8% | |
| Columbia High Yield Bond INST Mutual Fund | Other securities | — | — | $143K | 1.7% | |
| Federated Hermes Govt Obl, registered money market mutual fund Mutual Fund | Cash / Money Market | — | — | $69K | 0.8% | |
| Dodge & Cox Income X Mutual Fund | Mutual Funds | — | — | $57K | 0.7% | |
| PIMCO Rae Fund'tl US SM Mutual Fund | Mutual Funds | — | — | $39K | 0.5% | |
| IShares Russell 2000 SC IDX K Mutual Fund | Common Collective Trusts | — | — | $31K | 0.4% | |
| DFA Emerging Mkts Core Equity Mutual Fund | Mutual Funds | — | — | $27K | 0.3% | |
| DELAWARE IVY MID CAP GROWTH I Mutual Fund | Other securities | — | — | $27K | 0.3% | |
| Victory Sycamore EST VAL R6 Mutual Fund | Other securities | — | — | $24K | 0.3% | |
| American Funds Am Balanced R6 Mutual Fund | Mutual Funds | — | — | $14K | 0.2% | |
| 2520.103-8 of the U.S. Department of Labor's Rules and Regulation for Reporting and Disclosures | Other securities | — | — | $3K | <0.1% | |
| HB&T BLACKROCK LARGE CAP EQUITY IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK MID CAP EQUITY INDEX HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 198 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK SMALL CAP EQUITY IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 201 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK U.S. AGGREGATE BOND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 197 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK MSCI ACWI EX-US INDE HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 200 | Common Collective Trust | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE PLUS BOND CIF R2 WESTERN ASSET MANAGEMENT COMPANY · EIN 95-2705767 / PN 113 | 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.
