Plan5500

Utf Trucking Bargaining Unit 401k — Form 5500 plan (Fresh Direct Holdings, Inc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Utf Trucking Bargaining Unit 401k is a benefit plan reported by Fresh Direct Holdings, Inc under EIN 11-3576952 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,637 participants and $12,732,644 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fresh Direct Holdings, Inc
EIN
11-3576952
Plan number
002
Plan type
2
Location
Bronx, NY
Latest filing year
2023
Participants
1,637
End-of-year plan assets
$12,732,644

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,637H, C20250306085445NAL0020024130001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,732,644
Net assets (EOY)
$12,732,644
Net assets (BOY)
$8,678,122

Income & contributions

Employer contributions
$1,415,491
Participant contributions
$2,051,545
Total contributions
$3,467,036
Total income / additions
$5,051,915

Expenses & distributions

Benefits paid
$870,940
Administrative expenses
$130,100
Total expenses
$1,056,611
Net increase / (decrease)
$3,995,304

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$108,779$02023
Morgan Stanley Global BankingINVESTMENT ADVISORY$21,321not reported in the loaded dataset2023

Related Form 5500 pages