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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Money market fund SCHWAB RET GVMNT MONEY FUND* | Mutual Funds | — | — | $3.0M | 13.3% | |
| AMERICAN MUTUAL FUND R6 51,824 shares | Mutual Funds | — | $52K | $2.9M | 12.8% | |
| FIDELITY TOTAL MARKET INDEX 14,580 shares | Common Collective Trusts | — | $15K | $2.4M | 10.5% | |
| T ROWE PRICE RETIREMENT 2030 71,049 shares | Mutual Funds | — | $71K | $1.8M | 8.1% | |
| OPPENHEIMER GLOBAL FD CLASS A 17,882 shares | Mutual Funds | — | $18K | $1.7M | 7.5% | |
| T ROWE PRICE RETIREMENT 2040 54,242 shares | Mutual Funds | — | $54K | $1.7M | 7.4% | |
| FIDELITY ADV GROWTH & INCOME A 30,157 shares | Mutual Funds | — | $30K | $1.2M | 5.5% | |
| SCHWAB S&P 500 INDEX FUND* 9,755 shares | Common Collective Trusts | — | $10K | $881K | 3.9% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $809K | 3.6% | |
| ranging from 2025 to 2030 | Other securities | — | — | $809K | 3.6% | |
| JP MORGAN CORE BOND FUND I 77,048 shares | Other securities | — | $77K | $778K | 3.5% | |
| T ROWE PRICE RETIREMENT 2020 40,140 shares | Mutual Funds | — | $40K | $747K | 3.3% | |
| T ROWE PRICE RETIREMENT 2050 31,766 shares | Mutual Funds | — | $32K | $602K | 2.7% | |
| T ROWE PRICE RETIREMENT 2060 34,174 shares | Mutual Funds | — | $34K | $567K | 2.5% | |
| JANUS HENDERSON MC VALUE I 21,135 shares | Mutual Funds | — | $21K | $326K | 1.5% | |
| T ROWE PRICE RETIREMENT 2035 13,898 shares | Mutual Funds | — | $14K | $293K | 1.3% | |
| T ROWE PRICE RETIRE BALANCED 20,725 shares | Mutual Funds | — | $21K | $275K | 1.2% | |
| T ROWE PRICE RETIREMENT 2010 17,141 shares | Mutual Funds | — | $17K | $260K | 1.2% | |
| T ROWE PRICE RETIREMENT 2055 13,015 shares | Mutual Funds | — | $13K | $259K | 1.2% | |
| T ROWE PRICE RETIREMENT 2045 11,531 shares | Mutual Funds | — | $12K | $257K | 1.1% | |
| FIDELITY ADV NEW INSIGHTS I 5,573 shares | Mutual Funds | — | $6K | $243K | 1.1% | |
| FIDELITY CONTRA FUND 11,353 shares | Mutual Funds | — | $11K | $239K | 1.1% | |
| FIDELITY US BOND INDEX 21,355 shares | Mutual Funds | — | $21K | $218K | 1.0% | |
| VANGUARD MID CAP INDEX ADMIRAL 499 shares | Mutual Funds | — | — | $163K | 0.7% | |
| VANGUARD MID CAP VALUE IDX ADM 1,420 shares | Common Collective Trusts | — | $1K | $119K | 0.5% | |
| FIDELITY 500 INDEX 505 shares | Common Collective Trusts | — | — | $103K | 0.5% | |
| VANGUARD TOT INTL STK IDX ADM 3,044 shares | Common Collective Trusts | — | $3K | $96K | 0.4% | |
| MFS CONSERVATIVE ALLOCATION R4 5,617 shares | Mutual Funds | — | $6K | $92K | 0.4% | |
| FIDELITY INFLATION-PROT BD IND 9,111 shares | Mutual Funds | — | $9K | $81K | 0.4% | |
| T ROWE PRICE RETIREMENT 2025 4,704 shares | Mutual Funds | — | $5K | $78K | 0.3% | |
| FIDELITY CHINA REGION FUND 1,918 shares | Mutual Funds | — | $2K | $75K | 0.3% | |
| EUROPACIFIC GROWTH R6 1,252 shares | Other securities | — | $1K | $67K | 0.3% | |
| BOND FUND OF AMERICA R6 4,543 shares | Other securities | — | $5K | $51K | 0.2% | |
| VANGUARD INTERM TERM INV GRADM 4,998 shares | Mutual Funds | — | $5K | $43K | 0.2% | |
| JPMORGAN SHORT DURATION BND R6 3,828 shares | Other securities | — | $4K | $41K | 0.2% | |
| VANGUARD VALUE INDEX ADM 389 shares | Mutual Funds | — | — | $26K | 0.1% | |
| LORD ABBETT HIGH YIELD FD 1 3,970 shares | Mutual Funds | — | $4K | $25K | 0.1% | |
| T ROWE PRICE RETIREMENT 2015 448 shares | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
