· 2022–2024 · DOL EFAST2

JAMES DESIDERIO, INC - UNION PLAN — JAMES DESIDERIO, INC - UNION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250528094428NAL0004327283001

JAMES DESIDERIO, INC - UNION PLAN

Form 5500-SF

FILING_RECEIVED

JAMES DESIDERIO, INC - UNION RETIREMENT PLAN

401(k) retirement plan

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$161K

Net assets (EOY)

$161K

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JAMES DESIDERIO, INC - UNION PLAN

EIN

16-0953186

Address

550 BAILEY AVE · BUFFALO, NY · 14206

Phone

(716) 823-2211

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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 providers

Related plans

Similar-size Wholesale Trade plans

ELLIOTT'S GENERAL STORE

ELLIOTT'S GENERAL STORE 401(K) PLAN

$161K · 5 participants

BLUE DOG DISTRIBUTING LLC DBA BLUE DOG BEVERAGE

BLUE DOG DISTRIBUTING LLC DBA BLUE DOG BEVERAGE 401K PROFIT SHARING PLAN

$160K · 7 participants

L & C MEAT, INC.

L & C MEAT, INC. 401(K) PLAN

$160K · 5 participants

MCCLAY DISTRIBUTORS INC

MCCLAY DISTRIBUTORS INC 401K PLAN

$159K · 2 participants

GROCERY ONE INC

GROCERY ONE INC 401(K) PROFIT SHARING PLAN & TRUST