How big is Fresh American, LLC's plan?

Fresh American, LLC's plan reported $7.0M in assets for 2023.

Original filing (PDF)20241015160806NAL0030288561001

Fresh American, LLC

Name: Fresh American, LLC — Fresh American, LLC 401(k), Form 5500 (2023)
Creator: Fresh American, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Fresh American, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Fresh American, LLC's Fresh American, LLC 401(k) Profit Sharing Plan and Trust reported $7.0M in plan assets in 2023.

Signals · 2

Late participant contributions35% in single holding

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

Plan identifiers

Fresh American, LLC's EIN is 45-2700771.

EIN 45-2700771

Plan number 001

Plan year 2023

ACK ID 20241015160806NAL0030288561001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fresh American, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fresh American, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRESH AMERICAN, LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 27K (3% of contributions).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

FRESH AMERICAN, LLC

EIN

all filings

Address

125 PECKS ROAD · PITTSFIELD, MA · 01201

Phone

(877) 586-4771

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	—	NASHVILLE, TN	NONE	$26K	—
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	NONE	$19K	—
PASI, LLC	—	FARMINGTON, CT	NONE	$6K	—

Investments

29 direct securities· $7.0M(100% of reported assets)

Mutual Funds

$6.7M

22 holdings

Common Collective Trusts

$150K

2 holdings

Other securities

$146K

5 holdings

					% of plan
American Funds 2030 Target Date Fund R6 Mutual fund	Mutual Funds	—	—	$2.4M	34.6%
American Funds 2040 Target Date Fund R6 Mutual fund	Mutual Funds	—	—	$808K	11.5%
American Funds 2035 Target Date Fund R6 Mutual fund	Mutual Funds	—	—	$796K	11.4%
American Funds 2045 Target Date Fund R6 Mutual fund	Mutual Funds	—	—	$645K	9.2%
American Funds 2050 Target Date Fund R6 Mutual fund	Mutual Funds	—	—	$603K	8.6%
American Funds 2055 Target Date Fund R6 Mutual fund	Mutual Funds	—	—	$518K	7.4%
American Funds 2060 Target Date Fund R6 Mutual fund	Mutual Funds	—	—	$228K	3.3%
American Funds 2025 Target Date Fund R6 Mutual fund	Mutual Funds	—	—	$138K	2.0%
American Funds 2020 Target Date Fund R6 Mutual fund	Mutual Funds	—	—	$121K	1.7%
American Funds 2015 Target Date Fund R6 Mutual fund	Mutual Funds	—	—	$94K	1.3%
Vanguard 500 Index Fund - Admiral Mutual fund	Common Collective Trusts	—	—	$86K	1.2%
MFS International Growth R6 Mutual fund	Mutual Funds	—	—	$84K	1.2%
due at various dated through March 2029	Other securities	—	—	$76K	1.1%
American Funds 2065 Target Date Fund R6 Mutual fund	Mutual Funds	—	—	$64K	0.9%
Vanguard Small Cap Index Fund - Admiral Mutual fund	Common Collective Trusts	—	—	$64K	0.9%
MFS Growth R6 Mutual fund	Mutual Funds	—	—	$47K	0.7%
American Funds 2010 Target Date Fund R6 Mutual fund	Mutual Funds	—	—	$40K	0.6%
American Funds Smallcap World R6 Mutual fund	Mutual Funds	—	—	$30K	0.4%
J P Morgan Equity Income R6 Mutual fund	Other securities	—	—	$29K	0.4%
American Funds New World R6 Mutual fund	Mutual Funds	—	—	$23K	0.3%
PGIM Total Return Bond R6 Mutual fund ** 809 PIMCO Income Instl Mutual fund	Mutual Funds	—	—	$23K	0.3%
PGIM Global Total Return R6 Mutual fund	Other securities	—	—	$20K	0.3%
PGIM High-Yield R6 Mutual fund	Other securities	—	—	$19K	0.3%
American Funds US Govt Money Market R6 Mutual fund	Mutual Funds	—	—	$12K	0.2%
Vanguard Mid Cap Index Admiral Mutual fund	Mutual Funds	—	—	$5K	<0.1%
American Funds Washington Mutual R6 Mutual fund	Mutual Funds	—	—	$4K	<0.1%
DFA Real Estate Securities I Mutual fund	Mutual Funds	—	—	$3K	<0.1%
Amer Funds Moderate G/I Portfolio R6 Mutual fund	Other securities	—	—	$2K	<0.1%
DFA Inflation-Protected Securities I Mutual fund	Mutual Funds	—	—	$1K	<0.1%