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Original filing (PDF)20251010141051NAL0013277792001
BERKELEY BOWL PRODUCE INC
Form 5500
FILING_RECEIVED
BERKELEY BOWL PRODUCE INC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
544
Accounts w/ balance
707
Plan assets (EOY)
$37.4M
Net assets (EOY)
$37.4M
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
- 42 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 BERKELEY BOWL PRODUCE INC.
Plan sponsor
Name
BERKELEY BOWL PRODUCE INC
EIN
94-2803364
Address
920 HEINZ AVENUE · BERKELEY, CA · 947100000
Phone
(510) 843-6929
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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
OBFM ACCOUNTANTS INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY LLC | 38-3712991 | — | RECORDKEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES LLC | 47-5324976 | — | ADVISOR | $85K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | 94-2456320 | CHICO, CA | NONE | $7K | — |
Investments
24 direct securities· $36.2M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DFA U.S. Vector Equity I Mutual Funds | — | — | — | $4.8M | 12.8% | |
| DFA High Relative Profitability Mutual Funds | — | — | — | $4.8M | 12.7% | |
| DFA International Core Equity I Mutual Funds | — | — | — | $4.3M | 11.5% | |
| THE RETIREMENT PLAN COMPANY DFA US LARGE CAP VALUE I | — | — | — | $3.9M | 10.6% | |
| DFA Investment Grade I Mutual Funds | — | — | — | $3.4M | 9.1% | |
| DFA U.S. Targeted Value I Mutual Funds | — | — | — | $2.4M | 6.4% | |
| DFA Emerging Markets Core Equity I Mutual Funds | — | — | — | $2.0M | 5.3% | |
| DFA International Value I Mutual Funds | — | — | — | $1.9M | 5.1% | |
| DFA Short-Term Extended Quality Mutual Funds | — | — | — | $1.8M | 4.7% | |
| DFA Emerging Markets Sustainable Core Mutual Funds ** 725 DFA Global Core Plus Fixed Income I Mutual Funds | — | — | — | $1.6M | 4.4% | |
| DFA Global Real Estate Securities I Mutual Funds | — | — | — | $1.4M | 3.8% | |
| DFA International Small Cap Value I Mutual Funds | — | — | — | $1.3M | 3.6% | |
| Vanguard 500 Index Admiral Mutual Funds | — | — | — | $1.2M | 3.1% | |
| THE RETIREMENT PLAN COMPANY VOYA MIDCAP OPPORTUNITIES R6 909 PARTICIPANT LOANS | — | — | — | $405K | 1.1% | |
| maturing through November 2034 -0- | — | — | — | $405K | 1.1% | |
| BANC Master Deposit Account A Money Market | — | — | — | $191K | 0.5% | |
| Edgewood Growth Instl Mutual Funds | — | — | — | $184K | 0.5% | |
| Pioneer Bond K Mutual Funds | — | — | — | $183K | 0.5% | |
| Victory Sycamore Established Value I Mutual Funds | — | — | — | $38K | 0.1% | |
| Invesco Opp Developing Markets Y Mutual Funds | — | — | — | $22K | <0.1% | |
| THE RETIREMENT PLAN COMPANY DFA INTL SUSTAINABILITY CORE I | — | — | — | $9K | <0.1% | |
| THE RETIREMENT PLAN COMPANY KEELEY SMALL CAP DIV VAL I | — | — | — | $8K | <0.1% | |
| DFA Global Sustainability Fixed Income Mutual Funds ** 164 DFA US Sustainability Core Mutual Funds | — | — | — | $7K | <0.1% | |
| Fidelity Overseas Mutual Funds ** 152 Hartford Equity Income Mutual Funds ** 164 Nuveen Real Estate Securities Mutual Funds ** 165 Virtus KAR Small-Cap Growth Mutual Funds | — | — | — | $2K | <0.1% |