ALAN Pricco signed Grape Expectations' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grape Expectations' EIN is 94-2423490.
Download the official 2024 Form 5500 (PDF) for Grape Expectations from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grape Expectations' plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LI COMPANY | 36-6071399 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | — | INVESTMENT ADVISOR | $20K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2030 TARGET DATE RET TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.6M | 20.3% | |
| STATE ST RUSSELL LG CAP GR INDEX RE TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $954K | 12.1% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $706K | 9.0% | |
| AMERICAN FUNDS 2040 TARGET DATE RET TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $506K | 6.4% | |
| AMERICAN FUNDS 2035 TARGET DATE RET TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $492K | 6.3% | |
| AMERICAN FUNDS 2020 TARGET DATE RET TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $329K | 4.2% | |
| AMERICAN FUNDS 2045 TARGET DATE RET TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $329K | 4.2% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $297K | 3.8% | |
| AMERICAN FUNDS 2050 TARGET DATE RET TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $269K | 3.4% | |
| STATE ST RUSSELL SM CAP GR INDEX RE TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $258K | 3.3% | |
| PRUDENTIAL TOTAL RET BOND RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $247K | 3.1% | |
| AEGON US HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $240K | 3.0% | |
| AMERICAN FUNDS EUROPACIFIC GR RET A TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $182K | 2.3% | |
| Notes receivable from participants Loans (4.25% - 9.50%) | Bonds / Notes | — | — | $122K | 1.6% | |
| Transamerica Stable Value Core Fund Guaranteed investment contract | Stable Value | — | — | $106K | 1.4% | |
| AMERICAN FUNDS 2060 TARGET DATE RET TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $89K | 1.1% | |
| JP Morgan U.S. Equity Fund Pooled-separate account | Pooled Separate Accounts | — | — | $80K | 1.0% | |
| JPMORGAN U.S. EQUITY RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $80K | 1.0% | |
| AMERICAN FUNDS AMCAP RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $76K | 1.0% | |
| ALLSPRING CORE PLUS BOND RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $69K | 0.9% | |
| STATE ST U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $65K | 0.8% | |
| STATE ST INT'L INDEX RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $61K | 0.8% | |
| HARTFORD SCHRODERS INT'L MITCP VAL TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $59K | 0.8% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $55K | 0.7% | |
| VIRTUS NFJ MID-CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $49K | 0.6% | |
| AMERICAN FUNDS 2055 TARGET DATE RET TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $49K | 0.6% | |
| TRANSAMERICA LRG CAP VAL RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $41K | 0.5% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $36K | 0.5% | |
| STATE ST RUSSELL LG CAP VAL INDEX R TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $35K | 0.4% | |
| AMERICAN FUNDS 2065 TARGET DATE RET TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $32K | 0.4% | |
| STATE ST S&P MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $32K | 0.4% | |
| NEUBERGER BERMAN REAL ESTATE RET AC TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $31K | 0.4% | |
| AMERICAN FUNDS MUTUAL RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $30K | 0.4% | |
| INVESCO DIVERSIFIED RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $29K | 0.4% | |
| STATE ST RUSSELL SM CAP INDEX RET A TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $22K | 0.3% | |
| JP Morgan U.S. Small Company Fund Pooled-separate account | Pooled Separate Accounts | — | — | $21K | 0.3% | |
| JPMORGAN U.S. SM COMP RET ACCT TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $21K | 0.3% | |
| AMERICAN FUNDS 2025 TARGET DATE RET TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $10K | 0.1% | |
| AMERICAN FUNDS 2015 TARGET DATE RET TRANSAMERICA FINANCIAL LI COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |
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 |
|---|---|---|---|---|---|
| BENEFIT RESOURCES, INC. | 68-0198481 | — | CONTRACT ADMINISTRATOR | $3K | — |
