James Lodenquai signed Vallarta Supermarkets' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vallarta Supermarkets' EIN is 95-4704083.
Download the official 2024 Form 5500 (PDF) for Vallarta Supermarkets from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vallarta Supermarkets' 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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY INC | 13-2808480 | — | INVESTMENT ADVISORY | $21K | — |
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 CENTURY MD CP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 194 | Pooled Separate Account | — | — | $552K | 11.5% | |
| Transamerica Stable Value Advantage Account Guaranteed Investment Contract | Stable Value | — | — | $543K | 11.3% | |
| AMERICAN 2035 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 295 | Pooled Separate Account | — | — | $524K | 10.9% | |
| TA VANGUARD TTL STOCK MKT IDX ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $444K | 9.2% | |
| AMERICAN 2015 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 291 | Pooled Separate Account | — | — | $367K | 7.6% | |
| maturing through June 2030 0 | Other securities | — | — | $343K | 7.1% | |
| AMERICAN 2050 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 298 | Pooled Separate Account | — | — | $320K | 6.6% | |
| JPMORGAN LG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $299K | 6.2% | |
| AMERICAN 2040 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 296 | Pooled Separate Account | — | — | $224K | 4.6% | |
| AMERICAN FDS NEW PERSPECTIVE ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $192K | 4.0% | |
| AMERICAN 2045 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 297 | Pooled Separate Account | — | — | $154K | 3.2% | |
| TA VANGUARD LIFESTRATEGY MODERATE G TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 914 | Pooled Separate Account | — | — | $121K | 2.5% | |
| AMERICAN 2055 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 299 | Pooled Separate Account | — | — | $107K | 2.2% | |
| BLACKROCK CORE BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 196 | Pooled Separate Account | — | — | $97K | 2.0% | |
| AMERICAN 2060 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 300 | Pooled Separate Account | — | — | $96K | 2.0% | |
| AMERICAN 2030 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 294 | Pooled Separate Account | — | — | $72K | 1.5% | |
| Hartford Schroders International Multi-Cap Value Retirement Account Pooled Separate Accounts | Pooled Separate Accounts | — | — | $54K | 1.1% | |
| HAFORD SCHRODERS INTL MLT-CP VAL TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 110 | Pooled Separate Account | — | — | $54K | 1.1% | |
| AMERICAN 2025 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 293 | Pooled Separate Account | — | — | $51K | 1.1% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $48K | 1.0% | |
| American Funds American Mutual Retirement Account Pooled Separate Accounts | Pooled Separate Accounts | — | — | $39K | 0.8% | |
| AMERICAN FDS AMERICAN MTL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 751 | Pooled Separate Account | — | — | $39K | 0.8% | |
| Allspring SMID Cap Growth Retirement Account Pooled Separate Accounts | Pooled Separate Accounts | — | — | $37K | 0.8% | |
| ALLSPRING RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 962 | Pooled Separate Account | — | — | $37K | 0.8% | |
| BLACKROCK HIGH YIELD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 219 | Pooled Separate Account | — | — | $34K | 0.7% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $34K | 0.7% | |
| AMERICAN 2020 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 292 | Pooled Separate Account | — | — | $21K | 0.4% | |
| Thornburg International Growth Fund Retirement Account Pooled Separate Accounts | Pooled Separate Accounts | — | — | $13K | 0.3% | |
| THORNBURG INTL GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 602 | Pooled Separate Account | — | — | $13K | 0.3% | |
| FRANKLIN SMALL CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 945 | Pooled Separate Account | — | — | $13K | 0.3% | |
| TCW MetWest Total Return Bond Retirement Account Pooled Separate Accounts | Pooled Separate Accounts | — | — | $12K | 0.3% | |
| METROPOLITAN WEST TTL URN BD ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 772 | Pooled Separate Account | — | — | $12K | 0.3% | |
| Transamerica Financial Life Ins Co Alger Small Cap Focus Ret Acct | Common Stocks | — | — | $4K | <0.1% | |
| ALGER SMALL CAP FOCUS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 092 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Transamerica Financial Life Ins Co Invesco Main Street Mid Cap Ret | Mutual Funds | — | — | $1K | <0.1% | |
| INVESCO MAIN STREET MID CAP RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 089 | 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.
