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Original filing (PDF)20251015171625NAL0010804818001
FRANK PEPE'S DEVELOPMENT CO., LLC
Form 5500
FILING_RECEIVED
THE PEPE'S 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
339
Accounts w/ balance
276
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.0M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 70 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANK PEPE'S DEVELOPMENT CO., LLC.
Plan sponsor
Name
FRANK PEPE'S DEVELOPMENT CO., LLC
EIN
20-2618425
Address
1336 EAST MAIN STREET · MERIDEN, CT · 06450
Phone
(203) 440-1924
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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $14K | — |
Investments
22 direct securities· $2.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $348K | 17.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $287K | 14.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $249K | 12.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $192K | 9.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $184K | 8.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $165K | 8.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $151K | 7.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $140K | 6.8% | |
| Fidelity Large Cap Growth Index Fidelity 0 | — | — | — | $87K | 4.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $82K | 4.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $49K | 2.4% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $48K | 2.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $16K | 0.8% | |
| Fidelity Small Cap Index Fidelity 0 788 Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $15K | 0.7% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 84 Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $9K | 0.5% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $9K | 0.5% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 692 Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $6K | 0.3% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $6K | 0.3% | |
| Vanguard High Yield Corp Adm Vanguard 0 761 Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $2K | 0.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $1K | <0.1% | |
| iShares MSCI EAFE Intl Index K iShares 0 | — | — | — | $1K | <0.1% | |
| Fidelity Emerging Markets Index Fidelity 0 | — | — | — | $1K | <0.1% |
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