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Original filing (PDF)20251014130630NAL0006074754001
PROVEN BRANDS, INC.
Form 5500
FILING_RECEIVED
PROVEN BRANDS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~293 bps in Sched C fees
Active participants
6
Accounts w/ balance
126
Plan assets (EOY)
$680K
Net assets (EOY)
$680K
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 293 bps in Schedule C fees — 85% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROVEN BRANDS, INC..
Plan sponsor
Name
PROVEN BRANDS, INC.
EIN
47-1354232
Address
221 RIVER STREET 12TH FLOOR · HOBOKEN, NJ · 07030
Phone
(516) 587-5704
Industry
Wholesale 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $20K | — |
Investments
18 direct securities· $680K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $156K | 22.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $64K | 9.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $64K | 9.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $57K | 8.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $57K | 8.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $51K | 7.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $48K | 7.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $35K | 5.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $27K | 3.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $25K | 3.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $24K | 3.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $16K | 2.4% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $15K | 2.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $11K | 1.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $11K | 1.6% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $7K | 1.0% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $6K | 0.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $5K | 0.7% |
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