DOUG Gibson signed Underwood Fruit and Warehouse Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Underwood Fruit and Warehouse Company, LLC's EIN is 91-1179336.
Download the official 2024 Form 5500 (PDF) for Underwood Fruit and Warehouse Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Underwood Fruit and Warehouse Company, LLC'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BBM FINANCIAL SERVICES, INC. DBA AL | — | YAKIMA, WA | INVESTMENT ADVISORY | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund R6 | Mutual Funds | — | — | $3.0M | 28.3% | |
| American Funds 2025 Target Date Fund R6 | Mutual Funds | — | — | $2.2M | 20.9% | |
| EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $1.4M | 12.6% | |
| American Funds 2030 Target Date Fund R6 | Mutual Funds | — | — | $1.1M | 10.6% | |
| American Funds 2045 Target Date Fund R6 | Mutual Funds | — | — | $537K | 5.0% | |
| American Funds 2050 Target Date Fund R6 | Mutual Funds | — | — | $498K | 4.6% | |
| American Funds 2040 Target Date Fund R6 | Mutual Funds | — | — | $299K | 2.8% | |
| Fidelity Institutional Fidelity 500 Index | Common Collective Trusts | — | — | $159K | 1.5% | |
| American Funds 2065 Target Date Fund R6 | Mutual Funds | — | — | $144K | 1.3% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $108K | 1.0% | |
| American Funds 2055 Target Date Fund R6 | Mutual Funds | — | — | $107K | 1.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $106K | 1.0% | |
| American Funds Inflation Linked Bond Fund R6 755 * American Funds American Mutual R6 | Mutual Funds | — | — | $92K | 0.9% | |
| American Funds 2015 Target Date Fund R6 | Mutual Funds | — | — | $83K | 0.8% | |
| American Funds 2060 Target Date Fund R6 | Mutual Funds | — | — | $83K | 0.8% | |
| Fidelity Institutional Growth Opportunities Z | Mutual Funds | — | — | $74K | 0.7% | |
| Franklin Templeton Dynatech R6 | Mutual Funds | — | — | $72K | 0.7% | |
| Fidelity Institutional Fidelity Mid Cap Index | Mutual Funds | — | — | $68K | 0.6% | |
| Fidelity Institutional Fidelity Advisor Investment Grade Bond Z | Mutual Funds | — | — | $46K | 0.4% | |
| American Funds American Funds US Government Sec R6 | Mutual Funds | — | — | $44K | 0.4% | |
| MFS Fund Distributors MFS International Growth R6 | Mutual Funds | — | — | $33K | 0.3% | |
| AllianceBernstein L.P. Large Cap Growth Z | Other securities | — | — | $20K | 0.2% | |
| Hartford Core Equity R6 | Other securities | — | — | $4K | <0.1% | |
| iShares MSCI Total Intl Index | Other securities | — | — | $2K | <0.1% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $1K | <0.1% | |
| EB MAGIC 75 STABLE VALUE FUND KEYBANK, NA · EIN 34-6903863 / PN 002 | 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.
