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FRESH APPROACH — 403(B) THRIFT PLAN FOR EMPLOYEES OF FRESH APPROACH, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250731163248NAL0008891792001
FRESH APPROACH
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF FRESH APPROACH
401(k) retirement plan
Active participants
35
Accounts w/ balance
16
Plan assets (EOY)
$450K
Net assets (EOY)
$450K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FRESH APPROACH
.
Find decision makers
Plan sponsor
Name
FRESH APPROACH
EIN
26-2438206
Address
5060 COMMERCIAL CIR STE C · CONCORD, CA · 945208508
Phone
(925) 771-2912
Industry
Agriculture, Forestry, Fishing, Hunting
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
2025-07-31
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
B. DAVIDSON FARMS, LLC.
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