How big is Fresh Mark, Inc.'s plan?

Fresh Mark, Inc.'s plan reported $63.0M in assets and 66 participants for 2024.

Original filing (PDF)20251008091542NAL0003151411001

Fresh Mark, Inc.

Name: Fresh Mark, Inc. — Fresh Mark, Inc. Pension Plan, Form 5500 (2024)
Creator: Fresh Mark, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Fresh Mark, Inc. Pension Plan

Defined-benefit pension plan · Fresh Mark, Inc.'s Fresh Mark, Inc. Pension Plan held $63.0M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$63.0M

Net assets (EOY)

$63.0M

People on this filing

Aaron McCamon signed Fresh Mark, Inc.'s 2024 Form 5500 as plan administrator.

Aaron McCamon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fresh Mark, Inc.'s EIN is 34-0565220.

EIN 34-0565220

Plan number 002

Plan year 2024

ACK ID 20251008091542NAL0003151411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fresh Mark, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fresh Mark, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

33 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

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Plan sponsor

Name

FRESH MARK, INC.

EIN

all filings

Address

1888 SOUTHWAY STREET SW · MASSILLON, OH · 44646

Phone

(330) 830-3150

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

ERNST & YOUNG LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIFTH THIRD BANK	—	CINCINNATI, OH	NONE	$19K	—

Investments

33 direct securities· $62.8M(100% of reported assets)

Mutual Funds

$26.9M

17 holdings

Other securities

$20.0M

12 holdings

Common Collective Trusts

$14.7M

3 holdings

Common Stocks

$1.2M

1 holding

					% of plan
GOLDMAN SACHS FINANCIAL SQUARE GOVERNMENT INSTITUTIONAL	Other securities	—	$11.4M	$11.4M	18.1%
FIDELITY 500 INDEX FD INST PREMIUM	Common Collective Trusts	—	$5.1M	$9.0M	14.2%
FIDELITY TOTAL MARKET INDEX	Common Collective Trusts	—	$2.2M	$3.5M	5.5%
FIDELITY SPARTAN HIGH INCOME FD	Mutual Funds	—	$3.4M	$3.3M	5.2%
VANGUARD DIV APPR INDEX FD ADM CL SHS	Mutual Funds	—	$2.2M	$2.7M	4.3%
FIDELITY ADVISOR NEW INSIGHTS-CLASS I	Mutual Funds	—	$1.8M	$2.7M	4.3%
FIDELITY INTERNATIONAL INDEX FUND	Common Collective Trusts	—	$2.2M	$2.3M	3.6%
MFS CONSERVATIVE ALLOCATION CL I	Mutual Funds	—	$2.3M	$2.2M	3.6%
AMERICAN FDS CAPITAL INCOME BLDR R6 SHARES	Other securities	—	$1.7M	$2.1M	3.3%
VANGUARD WELLESLEY INCOME-AD	Mutual Funds	—	$2.0M	$1.8M	2.9%
FIDELITY ADVISOR VALUE STRATEGIES-CLASS I	Mutual Funds	—	$1.4M	$1.8M	2.9%
T ROWE PRICE CAPITL APPRECIATION	Mutual Funds	—	$1.5M	$1.8M	2.8%
GOLDMAN SACHS FINANCIAL SQUARE GOVERNMENT INSTITUTIONAL	Other securities	—	$1.7M	$1.7M	2.7%
FIDELITY ADVISOR HIGH INCOME ADVANTAGE-CLASS I	Mutual Funds	—	$1.5M	$1.5M	2.4%
TEMPLETON GLOBAL INVT TR EMERGING MKTS SMALL CAP FD	Mutual Funds	—	$1.3M	$1.5M	2.3%
MASSMUTUAL PREMIER HIGH YIELD FUND I SHARES - NEW ACCOUNT APPLICATION REQUIRED	Other securities	—	$1.5M	$1.5M	2.3%
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL SHS	Mutual Funds	—	$1.5M	$1.4M	2.2%
INVESCO OPPENHEIMER GLOBAL FUND CLASS Y	Mutual Funds	—	$1.2M	$1.3M	2.1%
FEDERATED HERMES CORP BOND IS	Common Stocks	—	$1.2M	$1.2M	1.9%
DODGE & COX INCOME FD	Mutual Funds	—	$1.3M	$1.2M	1.8%
FIDELITY US BOND INDEX INSTL	Mutual Funds	—	$1.2M	$1.1M	1.8%
FIDELITY EMERGING MKTS FD	Mutual Funds	—	$774K	$961K	1.5%
COLUMBIA STRATEGIC INCOME FUND INSTITUTIONAL 3	Other securities	—	$871K	$780K	1.2%
DOUBLELINE TOTAL RETURN BOND I	Other securities	—	$826K	$683K	1.1%
JPMORGAN CORE BOND FUND 3720 CLASS I	Other securities	—	$793K	$676K	1.1%
MATTHEWS ASIAN FDS CHINA DIVID FD INV CL	Other securities	—	$818K	$644K	1.0%
FIDELITY SMALL CAP STOCK FUND# 340	Mutual Funds	—	$609K	$619K	1.0%
FIDELITY ADVISOR STRATEGIC INCOME FUND RETAIL CLASS	Mutual Funds	—	$591K	$557K	0.9%
LORD ABBETT VAL OPPOR FD - A	Mutual Funds	—	$550K	$554K	0.9%
JPMORGAN SMALL CAP GROWTH FD A	Other securities	—	$365K	$484K	0.8%
PGIM TOTAL RETURN BOND FUND CL Z	Other securities	—	$98K	$83K	0.1%
BLACKROCK INFL PROT BD - A	Other securities	—	$1K	$1K	<0.1%
JPMORGAN MID CAP EQUITY A - CLOSED TO NEW INVESTORS 1/3/14	Other securities	—	$0	$0	<0.1%