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Original filing (PDF)20250916103755NAL0001788769001
THE PAMPERED CHEF, LTD.
Form 5500
FILING_RECEIVED
THE PAMPERED CHEF 401(K) PLAN
401(k) retirement plan
Active participants
272
Accounts w/ balance
475
Plan assets (EOY)
$60.0M
Net assets (EOY)
$60.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PAMPERED CHEF, LTD..
Plan sponsor
Name
THE PAMPERED CHEF, LTD.
EIN
36-3269007
Address
ONE PAMPERED CHEF LANE · ADDISON, IL · 60101
Phone
(630) 261-8900
Industry
Retail 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | NEW YORK, NY | RECORDKEEPING | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 54-1172176 | — | NONE | $16K | — |
Investments
32 direct securities · 2 pooled funds· $60.0M(100% 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.
Uncategorized
$55.6M
31 holdings
Common Collective Trust
$4.2M
2 holdings
Mutual Funds
$186K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Stock Index Fund - Institutional Class | — | — | — | $7.7M | 12.8% | |
| JP Morgan Equity Income Fund - Class A GM | — | — | — | $7.4M | 12.4% | |
| MFS Massachusetts Investors Growth Stock Fund - Class A GM | — | — | — | $6.0M | 10.1% | |
| MFS Massachusetts Investors Growth Stock Fund - Class A | — | — | — | $4.1M | 6.8% | |
| INVESCO STABLE VALUE RET CLASS 3 INVESCO NATIONAL TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.5% | |
| MFS International Growth Fund - Class A GM | — | — | — | $3.6M | 6.1% | |
| MFS International Intrinsic Value Fund - Class A GM | — | — | — | $3.4M | 5.7% | |
| JP Morgan Equity Income Fund - Class A | — | — | — | $2.8M | 4.6% | |
| Janus Capital Triton Fund - Class I GM ** 37 Janus Capital Balanced Fund - Class A | — | — | — | $1.9M | 3.2% | |
| PGIM Total Return Bond Fund - Class R4 GM | — | — | — | $1.8M | 3.0% | |
| PGIM Total Return Bond Fund - Class R4 | — | — | — | $1.7M | 2.8% | |
| MFS Mid Cap Value Fund - Class A | — | — | — | $1.6M | 2.7% | |
| MFS International Growth Fund - Class A | — | — | — | $1.1M | 1.9% | |
| PGIM Short-Term Corporate Bond Fund- Class A GM | — | — | — | $1.1M | 1.8% | |
| PIMCO Real Return Bond Fund - Class A | — | — | — | $1.1M | 1.8% | |
| MFS Mid Cap Value Fund - Class A GM | — | — | — | $1.1M | 1.8% | |
| Franklin Small Cap Value Fund - Class A GM | — | — | — | $1.1M | 1.8% | |
| American Funds Global Balanced Fund - Class R4 | — | — | — | $1.0M | 1.7% | |
| Eaton Vance Atlanta Capital Small Cap Fund - Class A GM | — | — | — | $1.0M | 1.7% | |
| Neuberger Berman Neuberger Berman Genesis Fund - Institutional Shares GM | — | — | — | $1.0M | 1.7% | |
| Columbia Small Cap Index Fund - Class A | — | — | — | $899K | 1.5% | |
| DWS Deutsche Real Estate Securities Fund - Class A GM ** 38 DWS Deutsche Enhanced Commodity Strategy Fund - Class A GM ** 38 Eaton Vance Atlanta Capital Small Cap Fund - Class A | — | — | — | $760K | 1.3% | |
| Janus Capital Triton Fund - Class I | — | — | — | $722K | 1.2% | |
| Participant loans Interest rates from 4.25% to 9.50% - | — | — | — | $547K | 0.9% | |
| PGIM High Yield Fund - Class A | — | — | — | $512K | 0.9% | |
| MFS International Intrinsic Value Fund - Class A | — | — | — | $329K | 0.5% | |
| Neuberger Berman Neuberger Berman Genesis Fund - Institutional Shares | — | — | — | $321K | 0.5% | |
| Franklin Small Cap Value Fund - Class A | — | — | — | $317K | 0.5% | |
| DWS Deutsche Real Estate Securities Fund - Class A | — | — | — | $315K | 0.5% | |
| IVESCO STABLE VALUE RETIRE CL 3 GM INVESCO NATIONAL TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $280K | 0.5% | |
| BlackRock Liquidity Funds Fedfund | Mutual Funds | — | — | $186K | 0.3% | |
| PGIM Short-Term Corporate Bond Fund- Class A | — | — | — | $177K | 0.3% | |
| PGIM High Yield Fund - Class A GM | — | — | — | $155K | 0.3% | |
| PIMCO Real Return Bond Fund - Class A GM | — | — | — | $74K | 0.1% |
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