Original filing (PDF)20251015131101NAL0004939553002

KENS FOODS, INC

Name: KENS FOODS, INC — KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN, Form 5500 (2024)
Creator: KENS FOODS, INC

Form 5500

FILING_RECEIVED

KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN

401(k) retirement plan

Active participants

1,651

Accounts w/ balance

1,159

Plan assets (EOY)

$124.4M

Net assets (EOY)

$124.4M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENS FOODS, INC.

Plan sponsor

Name

KENS FOODS, INC

EIN

04-2235187

Address

P.O. BOX 849 · MARLBORO, MA · 01752

Phone

(508) 485-7540

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS LLP

Trustee / custodian

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	—	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP	—	—	INVESTMENT MANAGEMENT	—	—

Investments

37 direct securities· $124.1M(100% of reported assets)

Other securities

$104.0M

33 holdings

Bonds / Notes

$18.1M

2 holdings

Mutual Funds

$1.2M

1 holding

Agency / Mortgage-Backed

$830K

1 holding

					% of plan
Group Annuity Contract: Average Interest Crediting * SAGIC Diversified Bond II Rate of 3.55%	Bonds / Notes	—	—	$14.7M	11.8%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$11.4M	9.2%
Fidelity Advisor Equity Growth Z Mutual Fund	Other securities	—	—	$10.4M	8.3%
JPMorgan Smartretirement 2030 Fund Mutual Fund	Other securities	—	—	$8.3M	6.7%
JPMorgan Smartretirement 2040 Fund Mutual Fund	Other securities	—	—	$6.2M	5.0%
JPMorgan Smartretirement 2045 Fund Mutual Fund	Other securities	—	—	$5.7M	4.6%
JPMorgan Smartretirement 2035 Fund Mutual Fund	Other securities	—	—	$5.4M	4.3%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$5.3M	4.3%
JPMorgan Smartretirement 2050 Fund Mutual Fund	Other securities	—	—	$4.8M	3.9%
JPMorgan Smartretirement 2025 Fund Mutual Fund	Other securities	—	—	$4.8M	3.8%
Fidelity Mid Cap Index Fund Mutual Fund	Other securities	—	—	$3.5M	2.8%
Fidelity Small Cap Index Fund Mutual Fund	Other securities	—	—	$3.5M	2.8%
JPMorgan Smartretirement 2055 Fund Mutual Fund	Other securities	—	—	$3.4M	2.7%
Notes Receivable from Participants 5.25% to 10.50% maturing at various dates through December 2029 -	Bonds / Notes	—	—	$3.4M	2.7%
MassMutual Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$3.1M	2.5%
MFS Global Growth R6 Mutual Fund	Other securities	—	—	$3.0M	2.4%
MFS Value Fund A Mutual Fund	Other securities	—	—	$2.8M	2.3%
MassMutual Small Cap Growth Eq Fund Mutual Fund	Other securities	—	—	$2.2M	1.8%
Fidelity Total Bond K6 Mutual Fund	Other securities	—	—	$2.1M	1.7%
JPMorgan Mid Cap Value Fund Mutual Fund	Other securities	—	—	$1.9M	1.5%
Hartford Core Equity Fund Mutual Fund	Other securities	—	—	$1.7M	1.4%
MFS International Intrinsic Value Fund Mutual Fund	Other securities	—	—	$1.6M	1.3%
JPMorgan Equity Income Fund Mutual Fund	Other securities	—	—	$1.6M	1.3%
Invesco Equity & Income Fund Mutual Fund	Other securities	—	—	$1.5M	1.2%
Fidelity Total International Index Fund Mutual Fund	Other securities	—	—	$1.4M	1.2%
MassMutual High Yield Fund Mutual Fund	Other securities	—	—	$1.4M	1.1%
American Funds New World R6 Mutual Fund	Other securities	—	—	$1.4M	1.1%
American Funds Europacific GR R6 Mutual Fund	Mutual Funds	—	—	$1.2M	1.0%
PIMCO Real Return Fund Mutual Fund	Other securities	—	—	$1.0M	0.8%
JPMorgan Smartretirement 2020 Fund Mutual Fund	Other securities	—	—	$961K	0.8%
MassMutual Small Cap Value Eq Fund Mutual Fund	Other securities	—	—	$946K	0.8%
Vanguard GNMA Fund Mutual Fund	Agency / Mortgage-Backed	—	—	$830K	0.7%
JPMorgan Smartretirement Income Fund Mutual Fund	Other securities	—	—	$789K	0.6%
Blackrock Strategic Global Bond K Mutual Fund	Other securities	—	—	$684K	0.5%
PGIM Global Real Estate Fund Mutual Fund	Other securities	—	—	$639K	0.5%
JPMorgan Smartretirement 2060 Fund Mutual Fund	Other securities	—	—	$381K	0.3%
JPMorgan Smartretirement 2065 Fund Mutual Fund	Other securities	—	—	$175K	0.1%