Plan Snapshot
- Plan Sponsor: Fresh Direct Holdings, INC.
- Sponsor EIN: 113576952
- Sponsor Address: 2 ST. ANN'S AVENUE, BRONX, NY, 10454
- Plan Type: 401(k)
- Total Participants: 347
- Total Assets: $45.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 347 | $45.6M | $2.9M | $2.7M |
| 2023 | 521 | $43.0M | $1.9M | $3.5M |
| 2022 | 533 | $34.7M | $6.4M | $5.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $406,750 | $79,542 | — | — | — |
| 2023 | $314,745 | $61,590 | — | — | — |
| 2022 | $380,338 | $72,059 | — | — | — |