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Original filing (PDF)20251002092347NAL0000240241002
FROMM FAMILY FOODS, LLC
Form 5500
FILING_RECEIVED
FROMM FAMILY FOODS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
239
Accounts w/ balance
171
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FROMM FAMILY FOODS, LLC.
Plan sponsor
Name
FROMM FAMILY FOODS, LLC
EIN
46-2088050
Address
13145 GREEN BAY ROAD · PO BOX 365 · MEQUON, WI · 53092
Phone
(262) 242-2200
Industry
Manufacturingsee 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
2025-10-02
Pension benefit codes
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS CO., INC. | 39-1894140 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
Investments
32 direct securities · 1 pooled fund· $26.1M(100% 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.
Uncategorized
$13.2M
32 holdings
Pooled Separate Account
$12.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12.9M | 97.3% | |
| Investor Shares Vanguard Equity Investment Group Vanguard Target Retirement 2030 Fund N/R | — | — | — | $2.6M | 19.8% | |
| Investor Shares Vanguard Equity Investment Group Vanguard Target Retirement 2035 Fund N/R | — | — | — | $2.0M | 15.3% | |
| R6 J.P. Morgan JPMorgan Large Cap Growth Fund N/R | — | — | — | $1.4M | 10.4% | |
| Vanguard Equity Investment Group Vanguard Target Retirement 2040 Fund N/R | — | — | — | $763K | 5.8% | |
| Investor Shares Vanguard Equity Investment Group Vanguard Target Retirement 2055 Fund N/R | — | — | — | $756K | 5.7% | |
| Investor Shares Vanguard Equity Investment Group Vanguard Target Retirement 2050 Fund N/R | — | — | — | $682K | 5.2% | |
| Fund - Investor Shares Vanguard Equity Investment Group Vanguard 500 Index Fund - Admiral N/R | — | — | — | $669K | 5.0% | |
| Investor Shares Vanguard Equity Investment Group Vanguard Target Retirement 2045 Fund N/R | — | — | — | $463K | 3.5% | |
| Investor Shares Vanguard Equity Investment Group Vanguard Target Retirement Income N/R | — | — | — | $411K | 3.1% | |
| Growth Fund Institutional R5 American Funds American Funds American Balanced N/R | — | — | — | $409K | 3.1% | |
| Investor Shares Vanguard Equity Investment Group Vanguard Target Retirement 2060 Fund N/R | — | — | — | $396K | 3.0% | |
| Investor Shares Vanguard Equity Investment Group Vanguard Target Retirement 2025 Fund N/R | — | — | — | $359K | 2.7% | |
| Guaranteed Investment Account * Voya Retirement Insurance and Voya Fixed Account N/R | — | — | — | $358K | 2.7% | |
| Money Market Funds * Voya Retirement Insurance and Voya Government Money Market Fund N/R 83 Annuity Company A Pooled Separate Accounts American Beacon Stephens American Beacon Stephens Mid-Cap N/R | — | — | — | $257K | 1.9% | |
| MFS Investment Management MFS Total Return Bond Fund R6 N/R | — | — | — | $230K | 1.7% | |
| Class R6 J.P. Morgan JPMorgan Equity Income Fund Class N/R | — | — | — | $218K | 1.6% | |
| Dimensional Fund Advisors DFA Inflation - Protected Securities N/R | — | — | — | $200K | 1.5% | |
| Shares Victory Capital Management Victory Sycamore Established Value N/R | — | — | — | $170K | 1.3% | |
| Investor Shares Vanguard Equity Investment Group Vanguard Target Retirement 2070 Fund N/R | — | — | — | $126K | 1.0% | |
| and Income Fund Class R6 Dimensional Fund Advisors DFA Emerging Markets Value Portfolio N/R | — | — | — | $124K | 0.9% | |
| Class R6 Clear Bridge Investments Clear Bridge Small Cap Growth Fund N/R | — | — | — | $117K | 0.9% | |
| MFS Investment Management MFS International Growth Fund R6 N/R | — | — | — | $79K | 0.6% | |
| Class I MFS Investment Management MFS International Value Fund Class R6 N/R | — | — | — | $61K | 0.5% | |
| Eaton Vance Management Eaton Vance Income Fund of Boston N/R | — | — | — | $55K | 0.4% | |
| Institutional Class Dimensional Fund Advisors DFA U.S. Small Cap Portfolio N/R | — | — | — | $52K | 0.4% | |
| Investor Shares Vanguard Equity Investment Group Vanguard Target Retirement 2065 Fund N/R | — | — | — | $42K | 0.3% | |
| Fund Class R6 American Funds American Funds Capital World Growth N/R | — | — | — | $42K | 0.3% | |
| Shares Vanguard Equity Investment Group Vanguard Mid-Cap Index Fund - Admiral N/R | — | — | — | $40K | 0.3% | |
| Vanguard Equity Investment Group Vanguard Target Retirement 2020 Fund N/R | — | — | — | $35K | 0.3% | |
| Institutional Class Dimensional Fund Advisors DFA Real Estate Securities Portfolio N/R | — | — | — | $35K | 0.3% | |
| Institutional Class Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio N/R | — | — | — | $34K | 0.3% | |
| Institutional Class Dimensional Fund Advisors DFA Commodity Strategy Portfolio N/R | — | — | — | $32K | 0.2% |