Elena Tapia signed Grimmway Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grimmway Enterprises, Inc.'s EIN is 77-0325482.
Download the official 2024 Form 5500 (PDF) for Grimmway Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grimmway Enterprises, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $199K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY - ADVISORY FEE BILLI | 20-8764829 | — | CONSULTANT | $95K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | Common Stocks | — | — | $11.4M | 15.0% | |
| American Funds Service Company | Mutual Funds | — | — | $6.6M | 8.7% | |
| American Funds Service Company | Mutual Funds | — | — | $6.0M | 8.0% | |
| American Funds Service Company | Mutual Funds | — | — | $5.7M | 7.5% | |
| American Funds Service Company | Mutual Funds | — | — | $5.6M | 7.4% | |
| Delaware Investments | Other securities | — | — | $5.5M | 7.2% | |
| American Funds Service Company | Mutual Funds | — | — | $4.0M | 5.2% | |
| American Funds Service Company | Mutual Funds | — | — | $3.7M | 4.9% | |
| American Funds Service Company | Mutual Funds | — | — | $2.8M | 3.7% | |
| PRIN/BR S&P MID INDEX CIT N35 SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.1% | |
| SEI TRUST COMPANY | Common Stocks | — | — | $2.3M | 3.1% | |
| JP Morgan Funds | Other securities | — | — | $2.0M | 2.6% | |
| JANUS HEND ENT COLL FD CL MS GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.6% | |
| The American Funds | Mutual Funds | — | — | $1.8M | 2.3% | |
| JP Morgan Funds | Other securities | — | — | $1.8M | 2.3% | |
| American Funds Service Company | Mutual Funds | — | — | $1.7M | 2.2% | |
| American Funds Service Company | Mutual Funds | — | — | $1.6M | 2.1% | |
| Participant Loans | Participant loans | — | — | $1.5M | 2.0% | |
| JP Morgan Funds | Other securities | — | — | $1.3M | 1.7% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $773K | 1.0% | |
| SEI TRUST COMPANY | Common Stocks | — | — | $761K | 1.0% | |
| BlackRock | Other securities | — | — | $547K | 0.7% | |
| Fidelity Investments | Mutual Funds | — | — | $382K | 0.5% | |
| Fidelity Investments | Mutual Funds | — | — | $377K | 0.5% | |
| American Funds Service Company | Mutual Funds | — | — | $349K | 0.5% | |
| American Funds Service Company | Mutual Funds | — | — | $333K | 0.4% | |
| Fidelity Investments | Mutual Funds | — | — | $288K | 0.4% | |
| Invesco Funds Group, Inc. | Mutual Funds | — | — | $262K | 0.3% | |
| American Funds Service Company | Mutual Funds | — | — | $237K | 0.3% | |
| Baron | Other securities | — | — | $152K | 0.2% | |
| The American Funds | Mutual Funds | — | — | $72K | <0.1% | |
| American Funds Service Company | Mutual Funds | — | — | $33K | <0.1% | |
| NEW YORK LIFE INVESTMENT MGMT | Other securities | — | — | $64 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
