Back to filter
Original filing (PDF)20251119094126NAL0005876272001
CRAFTMARK BAKERY, LLC
Form 5500
FILING_RECEIVED
CRAFTMARK BAKERY, LLC 401(K)
401(k) retirement plan
Signals · 1
Late filing · 36.1 mo
Active participants
292
Accounts w/ balance
237
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 36.1 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRAFTMARK BAKERY, LLC.
Plan sponsor
Name
CRAFTMARK BAKERY, LLC
EIN
46-4037728
Address
5202 EXPLORATION DR · INDIANAPOLIS, IN · 46241
Phone
(317) 548-4778
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-11-19
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
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
23 direct securities · 1 pooled fund· $8.2M(97% 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.
Registered Investment Companies
$8.2M
23 holdings
Common Collective Trust
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 - INV | Registered Investment Companies | — | — | $1.1M | 13.0% | |
| VAN TARGET RETIRE 2035 - INV | Registered Investment Companies | — | — | $1.1M | 12.6% | |
| VAN TARGET RETIRE 2040 - INV | Registered Investment Companies | — | — | $823K | 9.8% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $761K | 9.0% | |
| VAN TARGET RETIRE 2045 - INV | Registered Investment Companies | — | — | $638K | 7.6% | |
| VAN TARGET RETIRE 2025 - INV | Registered Investment Companies | — | — | $465K | 5.5% | |
| VAN TARG RETIRE 2060 - INV | Registered Investment Companies | — | — | $382K | 4.5% | |
| VIRTUS KAR SMALL-CAP GROWTH I | Registered Investment Companies | — | — | $361K | 4.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $322K | 3.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $319K | 3.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $297K | 3.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $270K | 3.2% | |
| VAN TARGET RETIRE 2050 - INV | Registered Investment Companies | — | — | $267K | 3.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $217K | 2.6% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $208K | 2.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $149K | 1.8% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $138K | 1.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $133K | 1.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $106K | 1.3% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $57K | 0.7% | |
| VAN TARGET RETIRE INC - INV | Registered Investment Companies | — | — | $48K | 0.6% | |
| VAN TARGET RETIRE 2020 - INV | Registered Investment Companies | — | — | $23K | 0.3% | |
| VAN TARG RETIRE 2065 INV | Registered Investment Companies | — | — | $19K | 0.2% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $14K | 0.2% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Manufacturing plans
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA BAKERY &
SOUTHERN CALIFORNIA BAKERY & CONFECTIONERY UNION AND INDUSTRY WELFARE PLAN
$8.4M · 434 participants
DAMASCUS BAKERY OPCO, LLC
DAMASCUS BAKERY OPCO, LLC 401(K) PLAN
$8.4M · 347 participants
HOUSE-AUTRY MILLS, INC.
HOUSE-AUTRY MILLS INC EMPLOYEE SAVINGS AND RETIREMENT PLAN
$8.3M · 147 participants
KEYSTONE FOOD PRODUCTS, INC.
KEYSTONE FOOD PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
$8.6M · 39 participants
NEW HORIZONS BAKING COMPANY, LLC
NEW HORIZONS BAKING COMPANY 401(K) RETIREMENT & SAVINGS PLAN FOR NORWALK UNION BAKERS
$8.6M · 381 participants
BRIDGETOWN NATURAL FOODS, LLC
BRIDGETOWN NATURAL FOODS 401(K) PLAN
$8.2M · 440 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants