Original filing (PDF)20250922125658NAL0002145987001

SEE'S CANDIES, INC.

Name: SEE'S CANDIES, INC. — SEE'S RETIREMENT PLAN, Form 5500 (2024)
Creator: SEE'S CANDIES, INC.

Form 5500

FILING_RECEIVED

SEE'S RETIREMENT PLAN

401(k) retirement plan

Signals · 2

44% in single holdingNo recordkeeper disclosed

Active participants

1,672

Accounts w/ balance

1,611

Plan assets (EOY)

$86.0M

Net assets (EOY)

$86.0M

How this plan invests

This plan

6 pooled trusts

Schedule D

12 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "SEI Trust Company Galliard Stable Return Fund PN" is 44% of plan.
24 bps in Schedule C fees — modestly above peer band of 16 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEE'S CANDIES, INC..

Plan sponsor

Name

SEE'S CANDIES, INC.

EIN

94-0852350

Address

210 EL CAMINO REAL · SOUTH SAN FRANCISCO, CA · 94080

Phone

(650) 583-7307

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$203K	—

Investments

8 direct securities · 6 pooled funds· $124.1M(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

$64.1M

8 holdings

Common Collective Trust

$60.0M

6 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
SEI Trust Company Galliard Stable Return Fund PN	—	—	—	$37.9M	44.1%
GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001	Common Collective Trust	—	—	$36.1M	42.0%
PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001	Common Collective Trust	—	—	$13.2M	15.4%
Oakmark Equity and Income Fund Class Institutional	—	—	—	$12.2M	14.2%
New York Life Investment Management LLC NYLI Winslow Large Cap Growth Fund Class R1	—	—	—	$7.9M	9.2%
PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001	Common Collective Trust	—	—	$4.1M	4.8%
PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001	Common Collective Trust	—	—	$2.8M	3.2%
PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001	Common Collective Trust	—	—	$2.1M	2.5%
Participant Loans to participants, bearing interest from 6.25% to 11.50%	—	—	—	$2.1M	2.4%
JPMorgan Government Bond Fund-I	—	—	—	$1.7M	2.0%
PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001	Common Collective Trust	—	—	$1.6M	1.9%
SEI Trust Company Principal/BlackRock International Equity Index CIT N	—	—	—	$1.6M	1.9%
Vanguard Short-Term Federal Fund Admiral Shares	—	—	—	$356K	0.4%
Federated Hermes Treasury Obligations Institutional Fund	—	—	—	$354K	0.4%