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Original filing (PDF)20251015095852NAL0002113523001
ADVANCED FRESH CONCEPTS CORP.
Form 5500
FILING_RECEIVED
AFC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
432
Accounts w/ balance
209
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED FRESH CONCEPTS CORP..
Plan sponsor
Name
ADVANCED FRESH CONCEPTS CORP.
EIN
33-0194011
Address
19700 MARINER AVENUE · TORRANCE, CA · 90503
Phone
(310) 294-3154
Industry
Wholesale 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
2025-10-15
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
SINGERLEWAK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
Investments
32 direct securities · 1 pooled fund· $9.9M(99% 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
$9.9M
32 holdings
Common Collective Trust
$25K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 15.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 12.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 12.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.2M | 12.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 10.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $582K | 5.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $507K | 5.1% | |
| GS LG CAP GROWTH INSIGHTS INST | Registered Investment Companies | — | — | $339K | 3.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $308K | 3.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $266K | 2.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $266K | 2.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $244K | 2.4% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $179K | 1.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $93K | 0.9% | |
| LORD ABBETT SHORT DUR INC R5 | Registered Investment Companies | — | — | $92K | 0.9% | |
| NUVEEN LG CAP VAL IDX R6 | Registered Investment Companies | — | — | $86K | 0.9% | |
| TRO US EQUITY RESEARCH INV | Registered Investment Companies | — | — | $85K | 0.9% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $82K | 0.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $78K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $54K | 0.5% | |
| GS EMERGING MKTS EQUITY INC IN | Registered Investment Companies | — | — | $49K | 0.5% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $48K | 0.5% | |
| LOOMIS INVEST GRADE BOND -Y | Registered Investment Companies | — | — | $36K | 0.4% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $33K | 0.3% | |
| GOLDMAN SACHS SV COL TR IS 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $25K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $23K | 0.2% | |
| AB BOND INFLATION STRAT Z | Registered Investment Companies | — | — | $20K | 0.2% | |
| HARTFORD WORLD BOND R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| FIDADV CAPAPPI | Registered Investment Companies | — | — | $15K | 0.1% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $12K | 0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |