Original filing (PDF)20251015145624NAL0002497091001

Vernon Central Warehouse, Inc.

Name: Vernon Central Warehouse, Inc. — Sweetener Products, Form 5500 (2024)
Creator: Vernon Central Warehouse, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sweetener Products Company and Affiliated Companies Section 401(k) Retirement Savings Plan

401(k) retirement plan · Vernon Central Warehouse, Inc.'s Sweetener Products Company and Affiliated Companies Section 401(k) Retirement Savings Plan held $24.8M in plan assets for 123 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Active participants

123

Accounts w/ balance

184

Plan assets (EOY)

$24.8M

Net assets (EOY)

$24.8M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERNON CENTRAL WAREHOUSE, INC..

Plan sponsor

Name

VERNON CENTRAL WAREHOUSE, INC.

EIN

95-1921113all filings

Address

2050 E. 38TH STREET · VERNON, CA · 90058

Phone

(323) 234-2000

Industry

Manufacturing

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

2025-10-15

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	20-3691658	IRVINE, CA	RECORDKEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL, LLC	—	SAN DIEGO, CA	INVESTMENT ADVISOR	$25K	—

Investments

33 direct securities · 1 pooled fund· $23.8M(96% 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.

Mutual Funds

$19.8M

25 holdings

Common Collective Trusts

$1.9M

5 holdings

Bonds / Notes

$806K

1 holding

Common Collective Trust

$782K

1 holding

Other securities

$354K

1 holding

Agency / Mortgage-Backed

$204K

1 holding

					% of plan
American Funds 2025 Target Date Fund Mutual Fund	Mutual Funds	—	—	$3.5M	14.0%
American Funds 2020 Target Date Fund Mutual Fund	Mutual Funds	—	—	$3.1M	12.3%
American Funds 2030 Target Date Fund Mutual Fund	Mutual Funds	—	—	$2.9M	11.7%
American Funds 2035 Target Date Fund Mutual Fund	Mutual Funds	—	—	$2.4M	9.5%
Vanguard 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.6M	6.4%
American Funds New Perspective Mutual Fund	Mutual Funds	—	—	$1.5M	5.9%
American Funds American Balanced Mutual Fund	Mutual Funds	—	—	$849K	3.4%
T Rowe Price Instl Lrg Cap Gr Fund Mutual Fund	Mutual Funds	—	—	$811K	3.3%
Participant Loans Interest rates from 4.25% to 9.50%	Bonds / Notes	—	—	$806K	3.3%
EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002	Common Collective Trust	—	—	$782K	3.2%
American Funds 2050 Target Date Fund Mutual Fund	Mutual Funds	—	—	$728K	2.9%
American Funds Wash Mutual Fund	Mutual Funds	—	—	$690K	2.8%
American Funds 2060 Target Date Fund Mutual Fund	Mutual Funds	—	—	$533K	2.1%
American Funds Europacific Group Mutual Fund	Mutual Funds	—	—	$506K	2.0%
American Funds Fundamental Inv Mutual Fund	Mutual Funds	—	—	$415K	1.7%
American Funds 2040 Target Date Fund Mutual Fund	Mutual Funds	—	—	$367K	1.5%
American Funds 2045 Target Date Fund Mutual Fund	Mutual Funds	—	—	$357K	1.4%
JP Morgan Core Bond Mutual Fund	Other securities	—	—	$354K	1.4%
Vanguard Strategic Equity Inv Fund Mutual Fund	Mutual Funds	—	—	$297K	1.2%
American Funds Small Cap World Mutual Fund	Mutual Funds	—	—	$279K	1.1%
Vanguard Health Care Fund Mutual Fund	Mutual Funds	—	—	$230K	0.9%
Vanguard GNMA Fund Mutual Fund	Agency / Mortgage-Backed	—	—	$204K	0.8%
American Funds 2055 Target Date Fund Mutual Fund	Mutual Funds	—	—	$202K	0.8%
Vanguard Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$151K	0.6%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$111K	0.4%
T Rowe Price Instl Sm Cap Value Fund Mutual Fund	Mutual Funds	—	—	$86K	0.3%
American Funds 2070 Target Date Fund Mutual Fund	Mutual Funds	—	—	$50K	0.2%
American Funds New World Mutual Fund	Mutual Funds	—	—	$45K	0.2%
American Funds 2015 Target Date Fund Mutual Fund	Mutual Funds	—	—	$41K	0.2%
American Funds International Gr & Inc Mutual Fund	Mutual Funds	—	—	$27K	0.1%
American Funds 2065 Target Date Fund Mutual Fund	Mutual Funds	—	—	$19K	<0.1%
Vanguard High-Yield Corp Fund Mutual Fund	Mutual Funds	—	—	$18K	<0.1%
Vanguard Total Intl Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$18K	<0.1%
Vanguard Total Bond Mkt Index Fund Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%