Back to filter
Original filing (PDF)20251013152502NAL0003452914001
FOREVER CHEESE, LLC
Form 5500-SF
FILING_RECEIVED
FOREVER CHEESE 401(K) PLAN
401(k) retirement plan
Active participants
108
Accounts w/ balance
61
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOREVER CHEESE, LLC.
Plan sponsor
Name
FOREVER CHEESE, LLC
EIN
11-3458443
Address
12 W. 27TH STREET, 14TH FLOOR · NEW YORK, NY · 10001
Phone
(718) 777-0772
Industry
Wholesale Tradesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
SRI TRANG USA, INC.
SRI TRANG USA, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 8 participants
GREENVIEW CHEMICAL SALES INC.
GREENVIEW CHEMICAL SALES INC. 401(K) PLAN
$1.8M · 5 participants
D & T IMPORTS, INC.
D & T IMPORTS, INC. RETIREMENT PLAN
$1.8M · 42 participants
CRYSTAL FILTRATION COMPANY OF MICHIGAN
CRYSTAL FILTRATION COMPANY 401(K) PLAN
$1.8M · 26 participants
NIKOMED USA, INC.
NIKOMED USA, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 11 participants
JERRY KELLY, INC.
JERRY KELLY, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 8 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B