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Original filing (PDF)20251015060155NAL0001924371001
PREMIO FOODS, INC.
Form 5500
FILING_RECEIVED
PREMIO FOODS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holding~122 bps in Sched C fees
Active participants
591
Accounts w/ balance
470
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VAN TARGET RETIRE 2035" is 27% of plan.
- 122 bps in Schedule C fees — 321% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIO FOODS, INC..
Plan sponsor
Name
PREMIO FOODS, INC.
EIN
22-2237487
Address
50 UTTER AVENUE · HAWTHORNE, NJ · 07506
Phone
(973) 427-1106
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $112K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET GRANT & CO INC | 22-2361254 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
Investments
18 direct securities · 1 pooled fund· $10.7M(95% 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
$10.7M
18 holdings
Common Collective Trust
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.9M | 26.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $1.4M | 12.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.2M | 11.0% | |
| FIDELITY ADVISOR ENERGY Z 247 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.1M | 10.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $838K | 7.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $769K | 6.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $642K | 5.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $445K | 4.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $240K | 2.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $222K | 2.0% | |
| FID US BOND IND | Registered Investment Companies | — | — | $191K | 1.7% | |
| FID GOV MM K6 | Registered Investment Companies | — | — | $187K | 1.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $132K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $118K | 1.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $84K | 0.7% | |
| BLK TECH OPPS FUND - K | Registered Investment Companies | — | — | $69K | 0.6% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $63K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $41K | 0.4% | |
| STATE STREET NASDAQ 100 IDX M STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $3K | <0.1% |