Original filing (PDF)20260223150755NAL0000902195001

CHOSEN FOODS, LLC

Name: CHOSEN FOODS, LLC — CHOSEN FOODS LLC 401(K) PROFIT SHARING PLAN AND, Form 5500 (2024)
Creator: CHOSEN FOODS, LLC

Form 5500

FILING_RECEIVED

CHOSEN FOODS LLC 401(K) PROFIT SHARING PLAN AND

401(k) retirement plan

Signals · 2

Late filing · 3.2 moLate participant contributions

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

How this plan invests

This plan

1 pooled trust

Schedule D

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHOSEN FOODS, LLC.

Plan sponsor

Name

CHOSEN FOODS, LLC

EIN

61-1753568

Address

350 CAMINO DE LA REINA, STE. 400 · SAN DIEGO, CA · 92108

Phone

(877) 674-2244

Industry

Other Services (ex. Public Admin)see 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

2026-02-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$27K	—

Investments

36 direct securities · 1 pooled fund· $8.5M(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.

Pooled Separate Account

$4.2M

1 holding

Other securities

$4.1M

33 holdings

Stable Value

$79K

1 holding

Bonds / Notes

$50K

1 holding

Common Stock

$46K

1 holding

					% of plan
VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$4.2M	97.0%
Vangrd 500 Index Fund Adm Pooled Separate Account - $	Other securities	—	—	$814K	18.9%
Voya Index Solution 2050 P Z Pooled Separate Account - $	Other securities	—	—	$614K	14.3%
Voya Index Solution 2055 P Z Pooled Separate Account - $	Other securities	—	—	$371K	8.6%
Voya Index Solution 2040 P Z Pooled Separate Account - $	Other securities	—	—	$350K	8.1%
Voya Index Solution 2045 P Z Pooled Separate Account - $	Other securities	—	—	$346K	8.0%
Voya Index Solution 2035 P Z Pooled Separate Account - $	Other securities	—	—	$323K	7.5%
Voya Index Solution 2060 P Z Pooled Separate Account - $	Other securities	—	—	$278K	6.5%
JPMorgan LgCp Grw Fnd R6 Pooled Separate Account - $	Other securities	—	—	$184K	4.3%
Voya Index Solution 2030 P Z Pooled Separate Account - $	Other securities	—	—	$139K	3.2%
Amer Fnds The Grw of Amer R6 Pooled Separate Account - $	Other securities	—	—	$115K	2.7%
Voya Solution Mod Agg Pt R6 Pooled Separate Account - $	Other securities	—	—	$105K	2.4%
Voya Fixed Account (4450) Guaranteed Investment Contract - $	Stable Value	—	—	$79K	1.8%
Amer Fnds Wash Mutual Inv R6 Pooled Separate Account - $	Other securities	—	—	$67K	1.6%
DFA US Targeted Vl Port Ins Pooled Separate Account - $ 690 MFS Mid Cap Value Fund R6 Pooled Separate Account - $ 679 Participant Loans Interest Rates (9.00% to 9.50%) - $	Bonds / Notes	—	—	$50K	1.2%
Voya Index Solution Inc P Z Pooled Separate Account - $	Common Stock	—	—	$46K	1.1%
Voya Index Solution 2025 P Z Pooled Separate Account - $	Other securities	—	—	$39K	0.9%
Amer Fnds EUPAC Fund R6 Pooled Separate Account - $	Other securities	—	—	$38K	0.9%
Vangrd Tot Int Stk In F Adm Pooled Separate Account - $	Other securities	—	—	$37K	0.9%
Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Account - $	Other securities	—	—	$36K	0.8%
Voya Index Solution 2065 P Z Pooled Separate Account - $	Other securities	—	—	$35K	0.8%
DFA Emerging Markets Pt Ins Pooled Separate Account - $	Other securities	—	—	$35K	0.8%
Amer Fnds New Perspective R6 Pooled Separate Account - $	Other securities	—	—	$28K	0.6%
Vangrd Mid-Cap Index Fund Adm Pooled Separate Account - $	Other securities	—	—	$27K	0.6%
Vangrd Tot St Mkt Indx Fd Adm Pooled Separate Account - $	Other securities	—	—	$27K	0.6%
Amer Fnds American Balance R6 Pooled Separate Account - $	Other securities	—	—	$26K	0.6%
Vangrd Balanced Index Fnd Adm Pooled Separate Account - $	Other securities	—	—	$17K	0.4%
Vangrd Small-Cap Index Fnd Adm Pooled Separate Account - $	Other securities	—	—	$14K	0.3%
Voya Solution Conserv Pt R6 Pooled Separate Account - $	Other securities	—	—	$12K	0.3%
Amer Fnds Bond Fnd Amer R6 Pooled Separate Account - $	Other securities	—	—	$12K	0.3%
Voya Solution Aggress Pt R6 Pooled Separate Account - $	Other securities	—	—	$10K	0.2%
DFA Global Real Est Sec Pt Ins Pooled Separate Account - $	Other securities	—	—	$8K	0.2%
Amer Fnds American Mutual R6 Pooled Separate Account - $	Other securities	—	—	$5K	0.1%
AmCen Shrt Dur In Pr Bd Fd R6 Pooled Separate Account - $	Other securities	—	—	$4K	<0.1%
BlkRck High Yield Port K Pooled Separate Account - $	Other securities	—	—	$3K	<0.1%
AB Global Bond Fund Z Pooled Separate Account - $	Other securities	—	—	$2K	<0.1%
DFA Commodity Strategy Prt Ins Pooled Separate Account - $	Other securities	—	—	$1K	<0.1%