Back to filter
Original filing (PDF)20250909135644NAL0012626579001
PRODUCE EXPRESS
Form 5500
FILING_RECEIVED
PRODUCE EXPRESS VISION PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRODUCE EXPRESS.
Plan sponsor
Name
PRODUCE EXPRESS
EIN
56-2531993
Address
4450 FLORIN PERKINS ROAD · SACRAMENTO, CA · 95826
Phone
—
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-09
Welfare benefit codes
4E · Vision
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
WALKER FARMS
WALKER FARMS OFB BENEFIT PLAN
$0
DAWSON FARMS
DAWSON FARMS 401(K) PLAN
$0
ROGER OSWALT PRODUCE USA, INC.
ROGER OSWALT PRODUCE USA, INC. 401(K) RETIREMENT PLAN
$0
MARTENS FARMS, LLC
MARTENS COMPANIES CASH BALANCE PLAN
$0
MATSUDA FUKUYAMA FARMS, INC.
MATSUDA FUKUYAMA FARMS, INC. 401K PROFIT SHARING PLAN
$0
PALMISANO BROTHERS PRODUCE CO., INC.
PEDDLER'S SON 401(K) PLAN
$0
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B