Michael Wallis signed H.E.BUTT Grocery Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H.E.BUTT Grocery Company's EIN is 74-0537175.
Download the official 2024 Form 5500 (PDF) for H.E.BUTT Grocery Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H.E.BUTT Grocery Company'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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| H.E. Butt Grocery Company Private non-voting common stock | Common Stocks | — | $709.9M | $1.3B | 84.8% | |
| MFS Conservative Allocation Fund | Mutual Funds | — | — | $91.8M | 5.9% | |
| The Northern Trust Company Short-Term Investment Fund | Common Stocks | — | $14.9M | $14.9M | 1.0% | |
| MFS Aggressive Growth Allocation Fund | Mutual Funds | — | — | $846K | <0.1% | |
| MFS Moderate Allocation Fund | Mutual Funds | — | — | $516K | <0.1% | |
| State Street Institutional US Government Money Market Fund | Cash / Money Market | — | — | $77K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
