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Original filing (PDF)20251008051056NAL0003046403001
JUST SALAD LLC
Form 5500
FILING_RECEIVED
JUST SALAD LLC 401(K) & PS PLAN
401(k) retirement plan
Signals · 1
~85 bps in Sched C fees
Active participants
873
Accounts w/ balance
1,327
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 63% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUST SALAD LLC.
Plan sponsor
Name
JUST SALAD LLC
EIN
06-1755674
Address
663 LEXINGTON AVE · APT 2 · NEW YORK, NY · 10022
Phone
(773) 663-7747
Industry
Accommodation & Food Servicessee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
Investments
19 direct securities · 1 pooled fund· $2.2M(98% of reported assets)
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.
Registered Investment Companies
$2.2M
19 holdings
Common Collective Trust
$142
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $513K | 23.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $401K | 18.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $323K | 14.7% | |
| PGIM HIGH YIELD FUND R6 328 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $308K | 14.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $142K | 6.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $122K | 5.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $112K | 5.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $97K | 4.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $50K | 2.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $18K | 0.8% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $18K | 0.8% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $17K | 0.8% | |
| INVESCO REAL ESTATE FUND R6 | Registered Investment Companies | — | — | $9K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $6K | 0.3% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $5K | 0.2% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $4K | 0.2% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $4K | 0.2% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VAN TARGET RETIRE 2020 174 REGISTERED INVESTMENT COMPANY ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $1K | <0.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $142 | <0.1% |
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