Mike Adams signed 7-Eleven, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
7-Eleven, Inc.'s EIN is 75-1085131.
Download the official 2024 Form 5500 (PDF) for 7-Eleven, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)7-Eleven, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | CONSULTANT | $251K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FRDM INX 2025 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $143.3M | 13.7% | |
| FID FRDM INX 2030 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $126.5M | 12.1% | |
| FID FRDM INX 2035 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $100.1M | 9.6% | |
| FID FRDM INX 2020 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $87.1M | 8.3% | |
| FID FRDM INX 2040 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $80.0M | 7.7% | |
| FID FRDM INX 2045 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $76.9M | 7.4% | |
| FID 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $58.1M | 5.6% | |
| FID FRDM INX 2050 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $49.5M | 4.7% | |
| FID GROWTH CO K6 Mutual Funds | Mutual Funds | — | — | $44.4M | 4.2% | |
| FID FRDM INX 2015 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $42.5M | 4.1% | |
| FID FRDM INX 2055 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $36.4M | 3.5% | |
| Loans to Participants maturity dates | Participant loans | — | — | $26.9M | 2.6% | |
| FID FRDM INX 2010 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $26.8M | 2.6% | |
| FID FRDM INX INC Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $21.8M | 2.1% | |
| VANG VAL INDEX INST Mutual Funds | Other securities | — | — | $18.7M | 1.8% | |
| FID FRDM INX 2060 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $17.6M | 1.7% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $16.5M | 1.6% | |
| FIMM GOVT INST Mutual Funds | Other securities | — | — | $14.1M | 1.3% | |
| DODGE & COX INCOME X Mutual Funds | Mutual Funds | — | — | $11.8M | 1.1% | |
| FID INTL INDEX Mutual Funds | Mutual Funds | — | — | $8.7M | 0.8% | |
| FID EXTD MKT IDX Mutual Funds | Common Collective Trusts | — | — | $7.1M | 0.7% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $6.1M | 0.6% | |
| VANG SM CAP IDX ADM Mutual Funds | Common Collective Trusts | — | — | $5.1M | 0.5% | |
| FID FRDM INX 2065 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $4.8M | 0.5% | |
| JPM EMRG MKTS EQ R6 Mutual Funds | Other securities | — | — | $4.5M | 0.4% | |
| FID US BOND IDX Mutual Funds | Common Collective Trusts | — | — | $4.0M | 0.4% | |
| VANG INFL PROT ADM Mutual Funds | Other securities | — | — | $3.2M | 0.3% | |
| AF EUROPAC GROWTH R6 Mutual Funds | Other securities | — | — | $560K | <0.1% | |
| SS TRGT RET 2030 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 466 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2045 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 469 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2025 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 465 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2020 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 464 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2040 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 468 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2005 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2055 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 471 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2050 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 470 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2065 W STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 031 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET INC W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 473 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2060 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 472 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2035 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 467 | 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.
| FIDUCIENT ADVISORS LLC |
| 36-4001764 |
| — |
| INVESTMENT ADVISOR |
| $222K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $7K | — |
