Aaron McCamon signed Fresh Mark, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fresh Mark, Inc.'s EIN is 34-0565220.
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)Fresh Mark, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $7.3M | 13.4% | |
| T ROWE PRICE RETIREMENT 2030 213,685 shares | Mutual Funds | — | — | $5.5M | 10.0% | |
| T ROWE PRICE RETIREMENT 2040 164,015 shares | Mutual Funds | — | — | $5.0M | 9.2% | |
| AMERICAN MUTUAL FUND R6 71,886 shares | Mutual Funds | — | — | $4.0M | 7.3% | |
| OPPENHEIMER GLOBAL FD CLASS A 38,886 shares | Mutual Funds | — | — | $3.6M | 6.7% | |
| FIDELITY TOTAL MARKET INDEX 20,224 shares | Common Collective Trusts | — | — | $3.3M | 6.0% | |
| T ROWE PRICE RETIREMENT 2050 168,103 shares | Mutual Funds | — | — | $3.2M | 5.8% | |
| FIDELITY 500 INDEX 9,283 shares | Common Collective Trusts | — | — | $1.9M | 3.5% | |
| Money market fund SCHWAB RET GVMNT MONEY FUND* | Mutual Funds | — | — | $1.7M | 3.1% | |
| FIDELITY ADV GROWTH & INCOME A 35,074 shares | Mutual Funds | — | — | $1.4M | 2.6% | |
| FIDELITY CONTRA FUND 65,005 shares | Mutual Funds | — | — | $1.4M | 2.5% | |
| FIDELITY ADV NEW INSIGHTS I 27,994 shares | Mutual Funds | — | — | $1.2M | 2.2% | |
| T ROWE PRICE RETIREMENT 2060 73,409 shares | Mutual Funds | — | — | $1.2M | 2.2% | |
| JANUS HENDERSON MC VALUE I 74,949 shares | Mutual Funds | — | — | $1.2M | 2.1% | |
| VANGUARD MID CAP VALUE IDX ADM 12,852 shares | Common Collective Trusts | — | — | $1.1M | 2.0% | |
| VANGUARD TOT INTL STK IDX ADM 32,489 shares | Common Collective Trusts | — | — | $1.0M | 1.9% | |
| EUROPACIFIC GROWTH R6 17,849 shares | Other securities | — | — | $959K | 1.8% | |
| T ROWE PRICE RETIREMENT 2035 43,834 shares | Mutual Funds | — | — | $924K | 1.7% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $856K | 1.6% | |
| from 2025 to 2030 | Other securities | — | — | $856K | 1.6% | |
| FIDELITY CHINA REGION FUND 19,203 shares | Mutual Funds | — | — | $747K | 1.4% | |
| MFS CONSERVATIVE ALLOCATION R4 42,338 shares | Mutual Funds | — | — | $690K | 1.3% | |
| T ROWE PRICE RETIRE BALANCED 52,044 shares | Mutual Funds | — | — | $690K | 1.3% | |
| T ROWE PRICE RETIREMENT 2045 27,090 shares | Mutual Funds | — | — | $603K | 1.1% | |
| JP MORGAN CORE BOND FUND I 54,068 shares | Other securities | — | — | $546K | 1.0% | |
| VANGUARD VALUE INDEX ADM 7,347 shares | Mutual Funds | — | — | $485K | 0.9% | |
| T ROWE PRICE RETIREMENT 2055 22,750 shares | Mutual Funds | — | — | $453K | 0.8% | |
| T ROWE PRICE RETIREMENT 2025 26,046 shares | Mutual Funds | — | — | $431K | 0.8% | |
| BOND FUND OF AMERICA R6 35,319 shares | Other securities | — | — | $393K | 0.7% | |
| FIDELITY US BOND INDEX 37,215 shares | Mutual Funds | — | — | $380K | 0.7% | |
| JPMORGAN SHORT DURATION BND R6 34,933 shares | Other securities | — | — | $378K | 0.7% | |
| T ROWE PRICE RETIREMENT 2020 17,852 shares | Mutual Funds | — | — | $332K | 0.6% | |
| LORD ABBETT HIGH YIELD FD 1 41,425 shares | Mutual Funds | — | — | $266K | 0.5% | |
| VANGUARD INTERM TERM INV GRADM 25,837 shares | Mutual Funds | — | — | $221K | 0.4% | |
| FIDELITY INFLATION-PROT BD IND 21,066 shares | Mutual Funds | — | — | $187K | 0.3% | |
| T ROWE PRICE RETIREMENT 2010 4,847 shares | Mutual Funds | — | — | $73K | 0.1% | |
| T ROWE PRICE RETIREMENT 2015 518 shares | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
