Original filing (PDF)20251014122841NAL0001344771001

MASTRONARDI PRODUCE - USA INC.

Name: MASTRONARDI PRODUCE - USA INC. — MASTRONARDI PRODUCE - USA 401(K) PLAN, Form 5500 (2024)
Creator: MASTRONARDI PRODUCE - USA INC.

Form 5500

FILING_RECEIVED

MASTRONARDI PRODUCE - USA 401(K) PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

2,786

Accounts w/ balance

534

Plan assets (EOY)

$17.4M

Net assets (EOY)

$17.3M

How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASTRONARDI PRODUCE - USA INC..

Plan sponsor

Name

MASTRONARDI PRODUCE - USA INC.

EIN

20-3902640

Address

28700 PLYMOUTH ROAD · LIVONIA, MI · 48150

Phone

(734) 943-0283

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$59K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VENTURE VISIONARY PARTNERS LLC	83-4717882	—	ADVISOR	$34K	—
STRATEGIC ADVISORS, INC.

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

31 direct securities · 1 pooled fund· $16.7M(96% 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.

Other securities

$16.2M

29 holdings

Cash / Money Market

$345K

1 holding

Common Collective Trusts

$55K

1 holding

Common Collective Trust

$55K

1 holding

					% of plan
Fidelity Freedom Blend 2035 K6 Mutual Fund	Other securities	—	—	$3.0M	17.1%
Fidelity Freedom Blend 2040 K6 Mutual Fund	Other securities	—	—	$2.6M	15.0%
Fidelity Freedom Blend 2050 K6 Mutual Fund	Other securities	—	—	$1.7M	10.0%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$1.5M	8.5%
Fidelity Freedom Blend 2055 K6 Mutual Fund	Other securities	—	—	$1.2M	6.7%
Fidelity Freedom Blend 2045 K6 Mutual Fund	Other securities	—	—	$1.0M	6.0%
AB Large Cap Growth Class Z Mutual Fund	Other securities	—	—	$773K	4.4%
Fidelity Freedom Blend 2030 K6 Mutual Fund	Other securities	—	—	$766K	4.4%
Fidelity Freedom Blend 2060 K6 Mutual Fund	Other securities	—	—	$740K	4.2%
JPM US Equity R6 Mutual Fund	Other securities	—	—	$531K	3.1%
Fidelity Freedom Blend 2025 K6 Mutual Fund	Other securities	—	—	$345K	2.0%
Fidelity Government Money Market Money Market Fund	Cash / Money Market	—	—	$345K	2.0%
Fidelity Mid Cap Index Mutual Fund	Other securities	—	—	$291K	1.7%
Columbia Overseas Value Institutional 3 Mutual Fund	Other securities	—	—	$276K	1.6%
MFS International Diversification R6 Mutual Fund	Other securities	—	—	$250K	1.4%
Fidelity US Bond Index Mutual Fund	Other securities	—	—	$236K	1.4%
Fidelity Small Cap Index Mutual Fund	Other securities	—	—	$179K	1.0%
Fidelity Freedom Blend 2065 K6 Mutual Fund	Other securities	—	—	$156K	0.9%
Columbia Dividend Income Institutional 2 Mutual Fund	Other securities	—	—	$95K	0.5%
AF Bond Fund of America R6 Mutual Fund	Other securities	—	—	$90K	0.5%
Fidelity Freedom Blend 2015 K6 Mutual Fund	Other securities	—	—	$82K	0.5%
AS SPL Mid Cap Value R6 Mutual Fund	Other securities	—	—	$72K	0.4%
FH Kaufmann Small Cap R6 Mutual Fund	Other securities	—	—	$57K	0.3%
Fidelity Freedom Blend 2010 K6 Mutual Fund	Other securities	—	—	$56K	0.3%
Fidelity International Cap Appreciation K6 Mutual Fund	Other securities	—	—	$55K	0.3%
MetLife Stable Value Solutions Fund II Common/Collective Trust	Common Collective Trusts	—	—	$55K	0.3%
GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094	Common Collective Trust	—	—	$55K	0.3%
Hartford Strategic Income R6 Mutual Fund	Other securities	—	—	$37K	0.2%
VRTS K Mid-Cap Growth R6 Mutual Fund	Other securities	—	—	$34K	0.2%
Franklin Small Cap Value R6 Mutual Fund	Other securities	—	—	$22K	0.1%
Fidelity Freedom Blend 2020 K6 Mutual Fund	Other securities	—	—	$20K	0.1%
Fidelity Freedom Blend Income K6 Mutual Fund	Other securities	—	—	$4K	<0.1%