Original filing (PDF)20250922140515NAL0012462578001

SEE'S CANDY SHOPS, INC.

Name: SEE'S CANDY SHOPS, INC. — SEE'S PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SEE'S CANDY SHOPS, INC.

Form 5500

FILING_RECEIVED

SEE'S PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 2

55% in single holdingNo recordkeeper disclosed

Active participants

626

Accounts w/ balance

548

Plan assets (EOY)

$19.2M

Net assets (EOY)

$19.2M

How this plan invests

This plan

1 pooled trust

Schedule D

3 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

100

Vendor stack

Participation health

100

Knocking points off

Top holding "Allspring Treasury Plus Money Market Fund Instl Fund Mutual Funds" is 55% of plan.
No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (1 bps vs 29 bps peer median).

Decision-maker contacts

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

Plan sponsor

Name

SEE'S CANDY SHOPS, INC.

EIN

95-1205740

Address

210 EL CAMINO REAL · SAN FRANCISCO, CA · 94080

Phone

(650) 583-7307

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$1K	—

Investments

3 direct securities · 1 pooled fund· $22.9M(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

$18.9M

3 holdings

Common Collective Trust

$4.1M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Allspring Treasury Plus Money Market Fund Instl Fund Mutual Funds	—	—	$10.5M	$10.5M	54.3%
Galliard Stable Return PN35 Common/Collective Trusts	—	—	$3.7M	$4.3M	22.2%
Allspring Short Duration Government Bond Ins Mutual Funds	—	—	$4.6M	$4.1M	21.5%
GALLIARD STABLE RETURN PN35 SEI TRUST COMPANY · EIN 52-2251296 / PN 001	Common Collective Trust	—	—	$4.1M	21.1%