Original filing (PDF)20250210160130NAL0009745539001

MARTIN PREFERRED FOODS LP

Name: MARTIN PREFERRED FOODS LP — MARTIN PREFERRED FOODS LP EMPLOYEES 401(K) PLAN, Form 5500 (2023)
Creator: MARTIN PREFERRED FOODS LP

Form 5500

FILING_RECEIVED

MARTIN PREFERRED FOODS LP EMPLOYEES 401(K) PLAN

401(k) retirement plan

Signals · 3

Late filing · 2.8 moLate participant contributions~110 bps in Sched C fees

Active participants

236

Accounts w/ balance

267

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score

/ 100

Grade D

Below-average — multiple flags

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 MARTIN PREFERRED FOODS LP.

Plan sponsor

Name

MARTIN PREFERRED FOODS LP

EIN

76-0577635

Address

2011 SILVER ST · HOUSTON, TX · 770072801

Phone

(713) 358-3339

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-02-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2E · Profit-sharing

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TFO-TDC, LLC	20-1017513	—	ADVISOR	$17K	—

Investments

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.