Isaac Kimball signed Winco Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winco Holdings, Inc.'s EIN is 82-0290448.
Download the official 2024 Form 5500 (PDF) for Winco Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winco Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $61K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Management Investment Advisors LLC Columbia Dividend Income A | Other securities | — | — | $35.3M | 12.2% | |
| Fidelity Investments Fidelity Advisor Equity Growth A | Mutual Funds | — | — | $33.7M | 11.6% | |
| BlackRock Inc. BlackRock Total Return Inv A | Common Stocks | — | — | $26.1M | 9.0% | |
| Federated Investors Federated Hermes Mdt Mid Cp Gr A | Other securities | — | — | $22.2M | 7.7% | |
| JP Morgan Government Bond JPMorgan Government Bond R3 | U.S. Treasuries | — | — | $20.5M | 7.1% | |
| Fidelity Investments Fidelity Advisor Value Strategies A | Mutual Funds | — | — | $19.9M | 6.9% | |
| similar party maturity value Current value Allspring Global Investments Allspring Special Small Cap Value A | Other securities | — | — | $18.3M | 6.3% | |
| Columbia Management Investment Advisors LLC Columbia Small Cap Growth A | Other securities | — | — | $16.5M | 5.7% | |
| Franklin Mutual Franklin Mutual International Value A | Mutual Funds | — | — | $13.1M | 4.5% | |
| MFS Investment Management MFS International Growth A | Mutual Funds | — | — | $12.8M | 4.4% | |
| Prudential Investments Principal High Yield A | Other securities | — | — | $11.4M | 3.9% | |
| Goldman Sachs Goldman Sachs Emerging Market Debt A | Other securities | — | — | $10.9M | 3.8% | |
| JP Morgan Asset Management JPMorgan Emerging Markets Equity R3 | Other securities | — | — | $10.9M | 3.8% | |
| New Horizons Fund Virtus Duff & Phelps Glbl Real Est A | Other securities | — | — | $6.8M | 2.4% | |
| Federated Investors Federated Hermes Ultrashort Bd A | Other securities | — | — | $6.5M | 2.2% | |
| Invesco Funds Invesco Intl Small-Mid Company A | Mutual Funds | — | — | $6.4M | 2.2% | |
| Invesco Funds Invesco International Small Company A | Mutual Funds | — | — | $6.3M | 2.2% | |
| The Vanguard Group Vanguard Federal Money Market Inv | Mutual Funds | — | — | $5.4M | 1.9% | |
| Invesco Funds Invesco Bal Risk Commodity Strat A | Mutual Funds | — | — | $4.6M | 1.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERNATIONAL MINUTE PRESS | — | BOISE, ID | NONE | $6K | — |
