David Specht signed Fresh Express Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fresh Express Incorporated's EIN is 94-2591533.
Download the official 2024 Form 5500 (PDF) for Fresh Express Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fresh Express Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | — | GRAND RAPIDS, MI | NONE | $6K | — |
| UBS FINANCIAL SERVICES INC | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * SAGIC Diversified Bond II Fully benefit-responsive contract | Guaranteed Income / GIC | — | — | $1.9M | 29.2% | |
| COLUMBIA DIVIDEND VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $638K | 9.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $619K | 9.6% | |
| LG CAP GRW II (MGD BY ALLIANCEBERN) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | — | $614K | 9.5% | |
| MassMutual Core Bond I | Other securities | — | — | $500K | 7.8% | |
| MID CAP GROWTH I FUND (MGD BY IVY) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 409 | Pooled Separate Account | — | — | $319K | 4.9% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $296K | 4.6% | |
| J.P. Morgan JPMorgan International Equity R6 | Other securities | — | — | $269K | 4.2% | |
| AMERICAN CENTURY MID CAP VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $257K | 4.0% | |
| AllianceBernstein AB Small Cap Growth Z | Other securities | — | — | $247K | 3.8% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $227K | 3.5% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $223K | 3.5% | |
| AllianceBernstein AB Global Bond Z | Other securities | — | — | $162K | 2.5% | |
| Blackrock Impact Mortgage Instl | Other securities | — | — | $103K | 1.6% | |
| Blackrock High Yield Bond Instl | Other securities | — | — | $84K | 1.3% | |
| Participant Loans 4.25% to 8.50% - | Bonds / Notes | — | — | $4K | <0.1% | |
| s * MassMutual US Government Mny Mkt Fd | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NASHVILLE, TN |
| NONE |
| $2K |
| — |
