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Original filing (PDF)20251013040217NAL0001333440001
KIMBERTON WHOLE FOODS
Form 5500
FILING_RECEIVED
KIMBERTON WHOLE FOODS 401(K) PLAN
401(k) retirement plan
Active participants
214
Accounts w/ balance
145
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIMBERTON WHOLE FOODS.
Plan sponsor
Name
KIMBERTON WHOLE FOODS
EIN
23-2748219
Address
PO BOX 760 · KIMBERTON, PA · 19442
Phone
(610) 233-2343
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
MAILLIE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVS | — | IRVINE, CA | RECORDKEEPER | $525 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST LOUIS, MO | INVESTMENT ADVISOR | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO, CA | CONTRACT ADMIN | $765 | — |
Investments
35 direct securities· $4.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2015 TARGET DATE FUND R2 MUTUAL FUND | — | — | — | $668K | 14.6% | |
| AMERICAN FUNDS 2025 TARGET DATE FUND R2 MUTUAL FUND | — | — | — | $637K | 14.0% | |
| AMERICAN FUNDS 2035 TARGET DATE FUND R2 MUTUAL FUND | — | — | — | $467K | 10.2% | |
| AMERICAN FUNDS 2030 TARGET DATE FUND R2 MUTUAL FUND | — | — | — | $455K | 10.0% | |
| AMERICAN FUNDS 2045 TARGET DATE FUND R2 MUTUAL FUND | — | — | — | $450K | 9.9% | |
| AMERICAN FUNDS 2040 TARGET DATE FUND R2 MUTUAL FUND | — | — | — | $379K | 8.3% | |
| AMERICAN FUNDS 2050 TARGET DATE FUND R2 MUTUAL FUND | — | — | — | $348K | 7.6% | |
| AMERICAN FUNDS 2020 TARGET DATE FUND R2 MUTUAL FUND | — | — | — | $243K | 5.3% | |
| AMERICAN FUNDS 2055 TARGET DATE FUND R2 MUTUAL FUND | — | — | — | $196K | 4.3% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R2 MUTUAL FUND | — | — | — | $102K | 2.2% | |
| AMERICAN FUNDS AMERICAN BALANCED R2 MUTUAL FUND | — | — | — | $90K | 2.0% | |
| CALVERT EQUITY C MUTUAL FUND | — | — | — | $88K | 1.9% | |
| AMERICAN FUNDS 2060 TARGET DATE FUND R2 MUTUAL FUND | — | — | — | $60K | 1.3% | |
| through May 2036 | — | — | — | $57K | 1.3% | |
| CALVERT BOND C MUTUAL FUND | — | — | — | $56K | 1.2% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R2 MUTUAL FUND | — | — | — | $39K | 0.9% | |
| CALVERT GLOBAL WATER C MUTUAL FUND | — | — | — | $34K | 0.8% | |
| AMERICAN FUNDS US GOVT MONEY MARKET R2 MONEY MARKET FUND | — | — | — | $24K | 0.5% | |
| CALVERT GROWTH ALLOCATION C MUTUAL FUND | — | — | — | $22K | 0.5% | |
| CALVERT INTERNATIONAL OPPORTUNITIES - C MUTUAL FUND | — | — | — | $21K | 0.5% | |
| AMER FUNDS CONSERV G/I PORTFOLIO R2 MUTUAL FUND | — | — | — | $19K | 0.4% | |
| CALVERT CONSERVATIVE ALLOCATION - C MUTUAL FUND | — | — | — | $17K | 0.4% | |
| AMERICAN FUNDS FUNDAMENTAL INVS R2 MUTUAL FUND | — | — | — | $12K | 0.3% | |
| AMERICAN FUNDS EUROPACIFIC GR. R2 MUTUAL FUND | — | — | — | $11K | 0.3% | |
| CALVERT BALANCED C MUTUAL FUND | — | — | — | $11K | 0.2% | |
| AMERICAN FUNDS AMERICAN HI INC TR R2 MUTUAL FUND 966 * AMERICAN FUNDS CAPITAL WORLD GI R2 MUTUAL FUND | — | — | — | $11K | 0.2% | |
| AMERICAN FUNDS US GOVERNMENT SEC R2 MUTUAL FUND 77 * AMERICAN FUNDS US GOVT MONEY MARKET R2 MUTUAL FUND 429 * AMERICAN FUNDS WASHINGTON MUTUAL R2 MUTUAL FUND | — | — | — | $9K | 0.2% | |
| AMERICAN FUNDS 2070 TARGET DATE FUND R2 MUTUAL FUND | — | — | — | $9K | 0.2% | |
| AMERICAN FUNDS SMALLCAP WORLD R2 MUTUAL FUND | — | — | — | $7K | 0.2% | |
| CALVERT MODERATE ALLOCATION - C MUTUAL FUND | — | — | — | $6K | 0.1% | |
| AMERICAN FUNDS INVMT CO OF AMERICA R2 MUTUAL FUND | — | — | — | $3K | <0.1% | |
| AMERICAN FUNDS INFLATION LINKED BD FD R2 MUTUAL FUND 587 * AMERICAN FUNDS INTERM BD FD OF AMER R2 MUTUAL FUND | — | — | — | $3K | <0.1% | |
| AMERICAN FUNDS INCOME FUND OF AMERICA R2 MUTUAL FUND | — | — | — | $3K | <0.1% | |
| AMER FUNDS MODERATE G/I PORTFOLIO R2 MUTUAL FUND | — | — | — | $2K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R2 MUTUAL FUND | — | — | — | $1K | <0.1% |