Original filing (PDF)20231016170139NAL0026265251001

PERRIN BERNARD SUPOWITZ, INC. DBA INDIVIDUAL FOODSERVICE

Name: PERRIN BERNARD SUPOWITZ, INC. DBA INDIVIDUAL FOODSERVICE — INDIVIDUAL FOODSERVICE UNION RETIREMENT PLAN, Form 5500 (2022)
Creator: PERRIN BERNARD SUPOWITZ, INC. DBA INDIVIDUAL FOODSERVICE

Form 5500

FILING_RECEIVED

INDIVIDUAL FOODSERVICE UNION RETIREMENT PLAN

401(k) retirement plan

Signals · 1

6 service providers

Active participants

208

Accounts w/ balance

343

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERRIN BERNARD SUPOWITZ, INC. DBA INDIVIDUAL FOODSERVICE.

Plan sponsor

Name

PERRIN BERNARD SUPOWITZ, INC. DBA INDIVIDUAL FOODSERVICE

EIN

95-4573349

Address

5496 LINDBERGH LANE · BELL, CA · 90201

Phone

(323) 981-2800

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY AND ANNUITY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER - INVEST MG	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER SMITH	13-5674085	—	INVESTMENT ADVISOR	$7K	—
MERRILL LYNCH PIERCE FENNER SMITH	13-5674085	—	INVESTMENT ADVISOR	$6K	—

Investments

1 pooled fund· $2.9M(51% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT SCAI MASS MUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Pooled Separate Account	$2.9M	51.4%

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