· 2022–2024 · DOL EFAST2

Custom Produce Sales — Custom Produce Sales 401(k), Form 5500 (2023)

Original filing (PDF)20240606163327NAL0011976979001

Custom Produce Sales

Form 5500

FILING_RECEIVED

Custom Produce Sales 401(k) Profit Sharing Plan

401(k) retirement plan · Custom Produce Sales' Custom Produce Sales 401(k) Profit Sharing Plan held $4.7M in plan assets for 8 participants in 2023, with John Hancock as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

8

Accounts w/ balance

119

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

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

92

Total plan cost

24

Plan health

75

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (13th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUSTOM PRODUCE SALES.

Plan sponsor

Name

CUSTOM PRODUCE SALES

EIN

77-0401385all filings

Address

13475 E. PROGRESS DRIVE · PARLIER, CA · 93648

Phone

(559) 254-5860

Industry

Wholesale Trade

Plan administrator

Name

CUSTOM PRODUCE SALES

EIN

77-0401385

City

PARLIER, CA

Phone

(559) 254-5860

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

BAKER, CHI & PARKEY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

1

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$775	—

Investments

1 pooled fund· $4.7M(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.

			% of plan
POOLED SEPARATE ACCOUNT JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	$4.7M	99.9%

1–1 of 1

Related plans

Other plans using John Hancock Life Insurance Company

RTX Corporation

RTX Consolidated Pension Plan

$41.6B · 33,534 participants

Dominion Energy, Inc.

Dominion Energy, Inc. Defined Benefit Master Trust

Glaxosmithkline LLC

Glaxosmithkline Cash Balance Pension Plan

$2.9B · 7,110 participants

Board of Trustees of the Building Service 32BJ Supplemental

Building Service 32BJ Supplemental Retirement Savings Plan

$2.6B · 89,978 participants

Board of Trustees, MEBA Pension Trust-Defined Benefit Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.