Original filing (PDF)20250408121453NAL0029742624001

CHEESE BOARD COOPERATIVE

Name: CHEESE BOARD COOPERATIVE — CHEESE BOARD COOPERATIVE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CHEESE BOARD COOPERATIVE

Form 5500-SF

FILING_RECEIVED

CHEESE BOARD COOPERATIVE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEESE BOARD COOPERATIVE.

Plan sponsor

Name

CHEESE BOARD COOPERATIVE

EIN

94-2270847

Address

1504 SHATTUCK AVE · BERKELEY, CA · 947091517

Phone

(510) 549-3183

Industry

Retail Tradesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

M & J MANAGEMENT CORPORATION

M & J MANAGEMENT GROUP EMPLOYEES 401(K) PLAN

$5.4M · 477 participants

CRESCENT OPERATION, LLC

CRESCENT CREAMERY 401(K) RETIREMENT PLAN

$5.3M · 16 participants

ANACACHO, INC. DBA WHOLE EARTH PROVISION CO.

WHOLE EARTH PROVISION CO. 401(K) PLAN

$5.3M · 108 participants

FROZEN GOURMET INC

FROZEN GOURMET, INC. 401(K) PROFIT SHARING PLAN

$5.3M · 39 participants

WETZEL'S PRETZELS, LLC

WETZEL'S PRETZELS, LLC 401(K) PROFIT SHARING PLAN AND TRUST