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Original filing (PDF)20250814052456NAL0008828259001
EMMI DESSERTS USA, LLC
Form 5500
FILING_RECEIVED
EMMI DESSERTS USA, LLC 401(K) PLAN
401(k) retirement plan
Active participants
619
Accounts w/ balance
799
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMMI DESSERTS USA, LLC.
Plan sponsor
Name
EMMI DESSERTS USA, LLC
EIN
83-3593234
Address
200 W SUMNER AVE · KENILWORTH, NJ · 07033
Phone
(908) 241-9191
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
2025-08-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET GRANT | — | HACKENSACK, NJ | ADVISOR | $0 | — |
Investments
23 direct securities · 1 pooled fund· $2.4M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$2.3M
23 holdings
Common Collective Trust
$25K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $295K | 12.1% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $282K | 11.6% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $244K | 10.0% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $215K | 8.8% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $210K | 8.6% | |
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $188K | 7.7% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $158K | 6.5% | |
| WESTERN ASSET CORE BOND R 760 REGISTERED INVESTMENT COMPANY AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $133K | 5.5% | |
| PIONEER FUNDAMENTAL GROWTH R | Registered Investment Companies | — | — | $99K | 4.1% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $89K | 3.7% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $76K | 3.1% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $70K | 2.9% | |
| COLUMBIA BALANCED R | Registered Investment Companies | — | — | $65K | 2.7% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $55K | 2.2% | |
| JPMORGAN CORE PLUS BD - R2 | Registered Investment Companies | — | — | $30K | 1.2% | |
| INVESCO DIVERSIFIED DIVIDEND R | Registered Investment Companies | — | — | $29K | 1.2% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $28K | 1.1% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $27K | 1.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $25K | 1.0% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $16K | 0.6% | |
| BLACKROCK TOTAL RETURN - R | Registered Investment Companies | — | — | $8K | 0.3% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $7K | 0.3% | |
| INTL GROWTH AND INCOME R2E | Registered Investment Companies | — | — | $7K | 0.3% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $5K | 0.2% |