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Original filing (PDF)20251007132938NAL0004833169001
VERITABLE VEGETABLE, INC.
Form 5500
FILING_RECEIVED
VERITABLE VEGETABLE 401(K) PLAN
401(k) retirement plan
Active participants
84
Accounts w/ balance
151
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERITABLE VEGETABLE, INC..
Plan sponsor
Name
VERITABLE VEGETABLE, INC.
EIN
94-2347936
Address
1100 CESAR CHAVEZ · SAN FRANCISCO, CA · 94124
Phone
(415) 641-3500
Industry
Wholesale Tradesee 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)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPG CONSULTANTS | 13-4077182 | HEWLETT, NY | RECORDKEEPER | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST COMPANY | 75-3182674 | DENVER, CO | NONE | $13K | — |
Investments
32 direct securities· $13.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Parnassus Value Equity Fund Mutual fund | — | — | — | $3.2M | 23.9% | |
| MFS Global Real Estate Fund Mutual fund ** 439 Natixis Sustainable Future 2015 N Fund Mutual fund | — | — | — | $1.4M | 10.2% | |
| T. Rowe Price Health Sciences Fund Mutual fund | — | — | — | $1.2M | 8.5% | |
| Trillium ESG Global Equity Institutional Mutual fund | — | — | — | $779K | 5.7% | |
| Natixis Sustainable Future 2040 N Fund Mutual fund | — | — | — | $638K | 4.7% | |
| Parnassus Mid-Cap Institutional Fund Mutual fund | — | — | — | $587K | 4.3% | |
| Parnassus Core Equity Institutional Fund Mutual fund | — | — | — | $570K | 4.2% | |
| Nuveen Real Estate Securities I Fund Mutual fund | — | — | — | $439K | 3.2% | |
| CCM Community Impact Bond Fund Mutual fund ** 446 Impax Ellevate Global Women's Fund Mutual fund | — | — | — | $383K | 2.8% | |
| Natixis Sustainable Future 2045 N Fund Mutual fund | — | — | — | $369K | 2.7% | |
| Natixis Sustainable Future 2050 N Fund Mutual fund | — | — | — | $347K | 2.6% | |
| Calvert Core Bond Fund Class I Mutual fund | — | — | — | $320K | 2.4% | |
| Vanguard Cash Reserves Federal Money Market Fund Mutual fund | — | — | — | $317K | 2.3% | |
| Appleseed Institutional Fund Mutual fund | — | — | — | $292K | 2.1% | |
| Calvert Global Energy Solutions I Fund Mutual fund | — | — | — | $271K | 2.0% | |
| Loans to participants, bearing * Participant Loans interest from 4.25% to 9.50% | — | — | — | $259K | 1.9% | |
| Calvert Small-Cap I Fund Mutual fund | — | — | — | $217K | 1.6% | |
| Natixis Sustainable Future 2020 N Fund Mutual fund | — | — | — | $211K | 1.5% | |
| Parnassus Fixed Income Institutional Fund Mutual fund | — | — | — | $209K | 1.5% | |
| Calvert International Responsible Index Mutual fund | — | — | — | $204K | 1.5% | |
| Natixis Sustainable Future 2030 N Fund Mutual fund | — | — | — | $200K | 1.5% | |
| Shelton Sustainable Equity Fund Mutual fund | — | — | — | $199K | 1.5% | |
| Calvert US Large Cap Growth RSPNB IDX I Fund Mutual fund | — | — | — | $192K | 1.4% | |
| Calvert US Large Cap Value RSPNB IDX I Fund Mutual fund | — | — | — | $190K | 1.4% | |
| Natixis Sustainable Future 2035 N Fund Mutual fund | — | — | — | $166K | 1.2% | |
| Calvert Short Duration Income I Fund Mutual fund | — | — | — | $144K | 1.1% | |
| Natixis Sustainable Future 2025 N Fund Mutual fund | — | — | — | $113K | 0.8% | |
| Natixis Sustainable Future 2055 N Fund Mutual fund | — | — | — | $73K | 0.5% | |
| Calvert US Large Cap Core RSPNB Index Mutual fund | — | — | — | $38K | 0.3% | |
| Natixis Sustainable Future 2060 N Fund Mutual fund | — | — | — | $34K | 0.3% | |
| Impax High Yield Bond Fund Mutual fund | — | — | — | $27K | 0.2% | |
| Calvert US Mid Cap Core RSPNB Index Mutual fund | — | — | — | $8K | <0.1% |
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