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Original filing (PDF)20251006060444NAL0008303554001
SUNNY DELIGHT BEVERAGES CO.
Form 5500
FILING_RECEIVED
SUNNY DELIGHT BEVERAGES CO. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
77% in single holding
Active participants
543
Accounts w/ balance
576
Plan assets (EOY)
$61.2M
Net assets (EOY)
$61.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PUTNAM LARGE CAP VALUE TRUST II CL (no filing on disk)]" is 77% of plan.
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNNY DELIGHT BEVERAGES CO..
Plan sponsor
Name
SUNNY DELIGHT BEVERAGES CO.
EIN
59-1027282
Address
1 HIGH RIDGE PARK, 3RD FLOOR · STAMFORD, CT · 06905
Phone
(203) 504-3432
Industry
Manufacturingsee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARNES DENNIG & CO LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $38K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES DENNIG & CO LTD | — | CINCINNATI, OH | AUDITOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | CONSULTING | $300 | — |
Investments
2 pooled funds· $381K(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM LARGE CAP VALUE TRUST II CL GREAT GRAY · EIN 86-1899009 / PN 001 | Common Collective Trust | — | — | $292K | 0.5% | |
| FEDERATED HERMES TOTAL RET BD CIF C GREAT GRAY · EIN 85-3992542 / PN 001 | Common Collective Trust | — | — | $89K | 0.1% |
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