Original filing (PDF)20251015105426NAL0002281027001

FREESTORE FOODBANK INC.

Name: FREESTORE FOODBANK INC. — FREESTORE FOODBANK, INC. 403B PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FREESTORE FOODBANK INC.

Form 5500

FILING_RECEIVED

FREESTORE FOODBANK, INC. 403B PROFIT SHARING PLAN

403(b) retirement plan

Signals · 3

Late participant contributions~95 bps in Sched C fees7 service providers

Active participants

132

Accounts w/ balance

181

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 104K (11% of contributions).
Total administrative cost in the bottom quartile of peers (23rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREESTORE FOODBANK INC..

Plan sponsor

Name

FREESTORE FOODBANK INC.

EIN

23-7122205

Address

3401 ROSENTHAL WAY · CINCINNATI, OH · 45204

Phone

(513) 482-7530

Industry

Other Services (ex. Public Admin)see 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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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

Audit & trust (Schedule H)

Auditor

CLARK SCHAEFER HACKETT

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT GROUP

Investments

30 direct securities· $8.9M(100% of reported assets)

Other securities

$8.6M

27 holdings

Participant loans

$263K

1 holding

Common Stock

$36K

2 holdings

					% of plan
American Funds 2030 Target Date Retire R6 Mutual fund	Other securities	—	—	$1.5M	17.0%
American Funds 2035 Target Date Retire R6 Mutual fund	Other securities	—	—	$938K	10.6%
American Funds 2045 Target Date Retire R6 Mutual fund	Other securities	—	—	$836K	9.4%
American Funds 2025 Target Date Retire R6 Mutual fund	Other securities	—	—	$661K	7.5%
American Funds 2050 Target Date Retire R6 Mutual fund	Other securities	—	—	$571K	6.4%
American Century Ultra R6 Mutual fund	Other securities	—	—	$545K	6.1%
Fidelity 500 Index Mutual fund	Other securities	—	—	$482K	5.4%
American Funds 2040 Target Date Retire R6 Mutual fund	Other securities	—	—	$475K	5.4%
American Funds 2055 Target Date Retire R6 Mutual fund	Other securities	—	—	$359K	4.1%
Putnam Large Cap Value R6 Mutual fund	Other securities	—	—	$345K	3.9%
Participant Loans through November 2029 - $	Participant loans	—	—	$263K	3.0%
American Funds American High-Income Trust R6 Mutual fund	Other securities	—	—	$204K	2.3%
Fidelity Mid Cap Index Mutual fund	Other securities	—	—	$196K	2.2%
MFS International Growth R6 Mutual fund	Other securities	—	—	$173K	2.0%
American Century Small Cap Growth R6 Mutual fund	Other securities	—	—	$173K	2.0%
Thornburg Strategy Income R6 Mutual fund	Other securities	—	—	$168K	1.9%
American Funds 2060 Target Date Retire R6 Mutual fund	Other securities	—	—	$152K	1.7%
Empower Guaranteed Interest Fund Guaranteed interest contract	Other securities	—	—	$136K	1.5%
Cohen & Steers Real Estate Securities Z Mutual fund	Other securities	—	—	$130K	1.5%
Invesco Small Cap Value R6 Mutual fund	Other securities	—	—	$107K	1.2%
DFA International Value I Mutual fund	Other securities	—	—	$79K	0.9%
BlackRock Emerging Markets K Mutual fund	Other securities	—	—	$76K	0.9%
American Funds New Perspective R6 Mutual fund	Other securities	—	—	$75K	0.8%
American Funds 2020 Target Date Retire R6 Mutual fund	Other securities	—	—	$63K	0.7%
American Funds 2065 Target Date Retire R6 Mutual fund	Other securities	—	—	$42K	0.5%
American Funds 2015 Target Date Retire R6 Mutual fund	Other securities	—	—	$37K	0.4%
Federated Hermes Short Term Inc R6 Mutual fund	Common Stock	—	—	$18K	0.2%
Carillon Eagle Mid Cap Growth R6 Mutual fund	Other securities	—	—	$18K	0.2%
BlackRock FI Rt Inc K Fund Mutual fund	Common Stock	—	—	$18K	0.2%
American Funds 2010 Target Date Retire R6 Mutual fund	Other securities	—	—	$14K	0.2%

1–30 of 30

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$5.9M American Century$718K Fidelity$678K Empower / Great-West$136K Invesco$107K BlackRock / iShares$94K Dimensional / DFA$79K

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