Original filing (PDF)20251203162754NAL0000890113001

COHN WHOLESALE FRUIT & GROCERY CO.

Name: COHN WHOLESALE FRUIT & GROCERY CO. — COHN WHOLESALE 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: COHN WHOLESALE FRUIT & GROCERY CO.

Form 5500

FILING_RECEIVED

COHN WHOLESALE 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

Late filing · 0.6 moNo recordkeeper disclosed

Active participants

124

Accounts w/ balance

126

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COHN WHOLESALE FRUIT & GROCERY CO..

Plan sponsor

Name

COHN WHOLESALE FRUIT & GROCERY CO.

EIN

42-0845853

Address

3511 CAMINO DEL RIO SOUTH · SUITE 306 · SAN DIEGO, CA · 92108

Phone

(619) 528-1113

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee all

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

2025-12-03

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)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $3.2M(84% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000	Pooled Separate Account	$3.2M	84.1%

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