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Original filing (PDF)20250912131516NAL0001327377001
GROCERY DELIVERY E-SERVICES, INC.
Form 5500
FILING_RECEIVED
HELLOFRESH 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
8,838
Accounts w/ balance
3,596
Plan assets (EOY)
$105.6M
Net assets (EOY)
$105.6M
How this plan invests
This plan
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 53 bps in Schedule C fees — 435% above peer band of 10 bps.
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROCERY DELIVERY E-SERVICES, INC..
Plan sponsor
Name
GROCERY DELIVERY E-SERVICES, INC.
EIN
45-5349819
Address
28 LIBERTY STREET · NEW YORK, NY · 10005
Phone
(646) 846-3663
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
2025-09-12
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)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $529K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $36K | — |
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $0 | — |
Investments
45 direct securities· $159.3M(100% of reported assets)
Uncategorized
$157.1M
44 holdings
Mutual Funds
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd Instit Index Fnd Ins Registered Investment Company | — | — | — | $17.7M | 16.7% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $13.1M | 12.4% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $13.1M | 12.4% | |
| (Held at End of Year) HELLOFRESH 401(K) RETIREMENT SAVINGS PLAN EIN# 45-5349819 Plan# 551637 Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $11.9M | 11.3% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $9.3M | 8.8% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $9.3M | 8.8% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $6.7M | 6.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $6.7M | 6.3% | |
| Principal LargeCap Growth Fund | — | — | — | $5.0M | 4.8% | |
| Vanguard Total International Stock Fund | — | — | — | $4.6M | 4.4% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $4.6M | 4.4% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $4.1M | 3.9% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $4.1M | 3.9% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company $0 LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $3.2M | 3.0% | |
| Notes Receivable from Participants Interest rates from 4.25 % to 9.50 % | — | — | — | $3.2M | 3.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $3.2M | 3.0% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $3.2M | 3.0% | |
| Voya Retirement Insurance and Annuity Company Fixed Account, Crediting Rate of 2.25% | — | — | — | $3.1M | 3.0% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $2.6M | 2.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.6M | 2.4% | |
| MFS International Growth Fund | Mutual Funds | — | — | $2.2M | 2.0% | |
| Vanguard Mid Cap Index Fund | — | — | — | $2.0M | 1.9% | |
| American Funds American Funds American Mutual Fund | — | — | — | $1.8M | 1.7% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $1.7M | 1.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $1.7M | 1.6% | |
| Vanguard Small-Cap Index Fund | — | — | — | $1.7M | 1.6% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $1.5M | 1.5% | |
| Calvert US Large-Cap Core Responsible Index Fund | — | — | — | $1.4M | 1.3% | |
| BlkRck Strat Global Bond K Registered Investment Company $2 Calv US Lg Cp Cr Rsp In F R6 Registered Investment Company | — | — | — | $1.4M | 1.3% | |
| Blackrock Strategic Global Bond Fund ** 2 The Hartford The Hartford Total Return Bond Fund | — | — | — | $1.3M | 1.2% | |
| JPMorgan Small Cap Growth Fund | — | — | — | $1.2M | 1.2% | |
| MFS Mid Cap Value Fund | — | — | — | $1.2M | 1.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.1M | 1.1% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $1.1M | 1.1% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $1.1M | 1.0% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $1.1M | 1.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $837K | 0.8% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $837K | 0.8% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $686K | 0.6% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $686K | 0.6% | |
| Franklin Small Cap Value Fund | — | — | — | $457K | 0.4% | |
| Franklin Real Estate Securities Fund | — | — | — | $435K | 0.4% | |
| Pimco Income Fund | — | — | — | $433K | 0.4% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $202K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $202K | 0.2% |
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