Fresh Direct Bargaining Unit 401k Plan — 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, Fresh Direct Bargaining Unit 401k Plan is a benefit plan reported by Fresh Direct Holdings, Inc. under EIN 11-3576952 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,566 participants and $10,073,962 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
003
Plan type
2
Location
Bronx, NY
Latest filing year
2023
Participants
1,566
End-of-year plan assets
$10,073,962

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,566H, C20250306085445NAL0020024130002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,073,962
Net assets (EOY)
$10,073,962
Net assets (BOY)
$7,105,534

Income & contributions

Employer contributions
$1,207,424
Participant contributions
$1,778,982
Total contributions
$3,053,577
Total income / additions
$4,259,089

Expenses & distributions

Benefits paid
$1,105,552
Administrative expenses
$109,187
Total expenses
$1,247,066
Net increase / (decrease)
$3,012,023

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$98,784$02023
Morgan StanleyINVESTMENT ADVISORY$10,403not reported in the loaded dataset2023

Related Form 5500 pages