Back to filter
Original filing (PDF)20251001083913NAL0012365297001
FRESH MARK, INC.
Form 5500
FILING_RECEIVED
FRESH MARK, INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
651
Accounts w/ balance
408
Plan assets (EOY)
$54.6M
Net assets (EOY)
$54.6M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRESH MARK, INC..
Plan sponsor
Name
FRESH MARK, INC.
EIN
34-0565220
Address
1888 SOUTHWAY ST. SW · MASSILLON, OH · 44646
Phone
(330) 834-3602
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
37 direct securities· $54.4M(100% of reported assets)
Uncategorized
$50.4M
36 holdings
Mutual Funds
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | — | — | — | $7.3M | 13.4% | |
| T ROWE PRICE RETIREMENT 2030 213,685 shares | — | — | — | $5.5M | 10.0% | |
| T ROWE PRICE RETIREMENT 2040 164,015 shares | — | — | — | $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 | — | — | — | $3.6M | 6.7% | |
| FIDELITY TOTAL MARKET INDEX 20,224 shares | — | — | — | $3.3M | 6.0% | |
| T ROWE PRICE RETIREMENT 2050 168,103 shares | — | — | — | $3.2M | 5.8% | |
| FIDELITY 500 INDEX 9,283 shares | — | — | — | $1.9M | 3.5% | |
| Money market fund SCHWAB RET GVMNT MONEY FUND* | — | — | — | $1.7M | 3.1% | |
| FIDELITY ADV GROWTH & INCOME A 35,074 shares | — | — | — | $1.4M | 2.6% | |
| FIDELITY CONTRA FUND 65,005 shares | — | — | — | $1.4M | 2.5% | |
| FIDELITY ADV NEW INSIGHTS I 27,994 shares | — | — | — | $1.2M | 2.2% | |
| T ROWE PRICE RETIREMENT 2060 73,409 shares | — | — | — | $1.2M | 2.2% | |
| JANUS HENDERSON MC VALUE I 74,949 shares | — | — | — | $1.2M | 2.1% | |
| VANGUARD MID CAP VALUE IDX ADM 12,852 shares | — | — | — | $1.1M | 2.0% | |
| VANGUARD TOT INTL STK IDX ADM 32,489 shares | — | — | — | $1.0M | 1.9% | |
| EUROPACIFIC GROWTH R6 17,849 shares | — | — | — | $959K | 1.8% | |
| T ROWE PRICE RETIREMENT 2035 43,834 shares | — | — | — | $924K | 1.7% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $856K | 1.6% | |
| from 2025 to 2030 | — | — | — | $856K | 1.6% | |
| FIDELITY CHINA REGION FUND 19,203 shares | — | — | — | $747K | 1.4% | |
| MFS CONSERVATIVE ALLOCATION R4 42,338 shares | — | — | — | $690K | 1.3% | |
| T ROWE PRICE RETIRE BALANCED 52,044 shares | — | — | — | $690K | 1.3% | |
| T ROWE PRICE RETIREMENT 2045 27,090 shares | — | — | — | $603K | 1.1% | |
| JP MORGAN CORE BOND FUND I 54,068 shares | — | — | — | $546K | 1.0% | |
| VANGUARD VALUE INDEX ADM 7,347 shares | — | — | — | $485K | 0.9% | |
| T ROWE PRICE RETIREMENT 2055 22,750 shares | — | — | — | $453K | 0.8% | |
| T ROWE PRICE RETIREMENT 2025 26,046 shares | — | — | — | $431K | 0.8% | |
| BOND FUND OF AMERICA R6 35,319 shares | — | — | — | $393K | 0.7% | |
| FIDELITY US BOND INDEX 37,215 shares | — | — | — | $380K | 0.7% | |
| JPMORGAN SHORT DURATION BND R6 34,933 shares | — | — | — | $378K | 0.7% | |
| T ROWE PRICE RETIREMENT 2020 17,852 shares | — | — | — | $332K | 0.6% | |
| LORD ABBETT HIGH YIELD FD 1 41,425 shares | — | — | — | $266K | 0.5% | |
| VANGUARD INTERM TERM INV GRADM 25,837 shares | — | — | — | $221K | 0.4% | |
| FIDELITY INFLATION-PROT BD IND 21,066 shares | — | — | — | $187K | 0.3% | |
| T ROWE PRICE RETIREMENT 2010 4,847 shares | — | — | — | $73K | 0.1% | |
| T ROWE PRICE RETIREMENT 2015 518 shares | — | — | — | $7K | <0.1% |
Related plans
Other plans using CHARLES SCHWAB & CO., INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
$16.8B · 17,444 participants
THE HOME DEPOT, INC.
THE HOME DEPOT FUTUREBUILDER
$14.1B · 391,522 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Manufacturing plans
AMICK FARMS, LLC
AMICK FARMS, LLC 401(K) PLAN
$59.0M · 3,237 participants
TRUSTEES OF U.F.C.W. DISTRICT UNION LOCAL TWO & EMPLOYERS PENSION FUND
U.F.C.W. DISTRICT UNION LOCAL TWO & EMPLOYERS PENSION FUND
$46.7M · 468 participants
FRESH MARK, INC.
FRESH MARK, INC. PENSION PLAN
$63.0M · 66 participants
MAPLE LEAF FARMS, INC.
MAPLE LEAF FARMS, INC. 401(K) SAVINGS AND RETIREMENT PLAN
$63.4M · 493 participants
FARMERS UNION INDUSTRIES, LLC
FARMERS UNION INDUSTRIES, LLC RETIREMENT PLAN
$43.4M · 43 participants
GREATER OMAHA PACKING CO., INC.
GREATER OMAHA PACKING CO., INC. 401(K) SAVINGS PLAN
$42.9M · 1,478 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants