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Original filing (PDF)20251015100427NAL0004531313001
FRESHPET, INC.
Form 5500
FILING_RECEIVED
FRESHPET, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,284
Accounts w/ balance
1,418
Plan assets (EOY)
$66.4M
Net assets (EOY)
$66.4M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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
- 38 bps in Schedule C fees — 137% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRESHPET, INC..
Plan sponsor
Name
FRESHPET, INC.
EIN
20-1884894
Address
1450 US 206 · BEDMINSTER, NJ · 07921
Phone
(201) 520-4015
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
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
WISS & COMPANY LLP CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $155K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $96K | — |
Investments
36 direct securities · 1 pooled fund· $64.2M(97% 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
$63.0M
36 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $9.5M | 14.3% | |
| VAN GROWTH INDEX - INST | Registered Investment Companies | — | — | $6.2M | 9.3% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $3.4M | 5.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $3.3M | 5.0% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $3.1M | 4.7% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $3.0M | 4.5% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $2.7M | 4.0% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $2.6M | 3.9% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $2.4M | 3.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $2.3M | 3.5% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $2.3M | 3.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $2.0M | 3.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $2.0M | 2.9% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $1.7M | 2.6% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $1.6M | 2.5% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $1.4M | 2.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $1.3M | 1.9% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $1.2M | 1.8% | |
| FID US BOND IND | Registered Investment Companies | — | — | $1.2M | 1.7% | |
| INV STABLE VALUE RETIRE FD 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1.2M | 1.7% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $1.0M | 1.5% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $1.0M | 1.5% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $992K | 1.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $878K | 1.3% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $809K | 1.2% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $633K | 1.0% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $520K | 0.8% | |
| MACQUARIE SYST EMMKTS EQ INST | Registered Investment Companies | — | — | $518K | 0.8% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $495K | 0.7% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $445K | 0.7% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $422K | 0.6% | |
| COLUMBIA US TREASURY IDX I2 | Registered Investment Companies | — | — | $343K | 0.5% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $334K | 0.5% | |
| AMERCENT INFL ADJ BD R5 | Registered Investment Companies | — | — | $144K | 0.2% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $17K | <0.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $5K | <0.1% |