Back to filter
Original filing (PDF)20231013081247NAL0066128162001
HARVEST SHERWOOD FOOD DISTRIBUTORS, INC
Form 5500
FILING_RECEIVED
HARVEST SHERWOOD FOOD DISTRIBUTORS EMPLOYEE 401(K) PLAN
401(k) retirement plan
Active participants
1,099
Accounts w/ balance
1,430
Plan assets (EOY)
$69.8M
Net assets (EOY)
$69.8M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 34 bps in Schedule C fees — 112% above peer band of 16 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARVEST SHERWOOD FOOD DISTRIBUTORS, INC.
Plan sponsor
Name
HARVEST SHERWOOD FOOD DISTRIBUTORS, INC
EIN
93-0828735
Address
1022 BAY MARINA DRIVE SUITE 106 · NATIONAL CITY, CA · 91950
Phone
(619) 477-0185
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
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
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $156K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | RETAINED BY EMPLOYER | $63K | — |
| BDO | — | TROY, MI | RETAINED BY EMPLOYER | $10K | — |
| KESTRA FINANCIAL INC | 47-1566880 | — | RETAINED BY EMPLOYER | $7K | — |
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.