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Original filing (PDF)20251007102253NAL0004433249001
TROVE BRANDS, LLC
Form 5500
FILING_RECEIVED
TROVE BRANDS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
247
Accounts w/ balance
186
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROVE BRANDS, LLC.
Plan sponsor
Name
TROVE BRANDS, LLC
EIN
87-0663411
Address
250 SOUTH 850 EAST · LEHI, UT · 84043
Phone
(801) 235-9448
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SQUIRE & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $30K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CT | INVESTMENT MANAGEMENT | $8K | — |
Investments
24 direct securities · 5 pooled funds· $12.1M(100% 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.
Uncategorized
$11.3M
24 holdings
Pooled Separate Account
$750K
2 holdings
Common Collective Trust
$16K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $2.3M | 18.8% | |
| American Funds 2050 Trgt Date Retire R6 Registered Investment Company | — | — | — | $1.7M | 14.1% | |
| American Funds 2055 Trgt Date Retire R6 Registered Investment Company | — | — | — | $1.6M | 12.9% | |
| American Funds 2060 Trgt Date Retire R6 Registered Investment Company | — | — | — | $1.2M | 10.1% | |
| American Funds 2045 Trgt Date Retire R6 Registered Investment Company | — | — | — | $952K | 7.9% | |
| EI Fixed Account - Series Class I Fixed Annuity | — | — | — | $670K | 5.6% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $619K | 5.1% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $465K | 3.9% | |
| PIMCO Income Instl Registered Investment Company | — | — | — | $336K | 2.8% | |
| American Funds American Balanced R6 Registered Investment Company | — | — | — | $322K | 2.7% | |
| MFS Intl Diversification R6 Registered Investment Company | — | — | — | $285K | 2.4% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $284K | 2.4% | |
| Empower SDB Self-Directed Brokerage Accounts | — | — | — | $264K | 2.2% | |
| American Funds 2040 Trgt Date Retire R6 Registered Investment Company | — | — | — | $225K | 1.9% | |
| American Funds 2065 Trgt Date Retire R6 Registered Investment Company | — | — | — | $175K | 1.5% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $138K | 1.1% | |
| JPMorgan Investor Growth R6 Registered Investment Company | — | — | — | $107K | 0.9% | |
| Fidelity Advisor Stock Selector SM CP Z Registered Investment Company | — | — | — | $103K | 0.9% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $92K | 0.8% | |
| Notes Receivable from Participants Interest rate of 6.50% to 9.50% - | — | — | — | $72K | 0.6% | |
| PIMCO Stockplus Intl (USD-Hedged) Inst Registered Investment Company | — | — | — | $67K | 0.6% | |
| Empower S&P 500 Index Inst Registered Investment Company | — | — | — | $46K | 0.4% | |
| PGIM High-Yield R6 Registered Investment Company | — | — | — | $37K | 0.3% | |
| MFS Global Growth R6 Registered Investment Company | — | — | — | $26K | 0.2% | |
| PUTNAM LARGE CAP VALUE TRUST II CL GREAT GRAY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $16K | 0.1% | |
| T. Rowe Price Spectrum Converse Alloc I Registered Investment Company | — | — | — | $10K | <0.1% | |
| American Funds 2035 Trgt Date Retire R6 Registered Investment Company | — | — | — | $4K | <0.1% | |
| PUTNAM ADVANTAGE TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TOTAL RETURN BOND FUND CIT FEE GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $0 | <0.1% |
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