401k Record

Employers › Fresh Direct Holdings

Fresh Direct Holdings 401(k)

Recordkeeping fees per participant · largest plan, Fresh Direct 401(k) Plan · plan year 2024

$177.93

Higher than 84% of the 14,075 plans $10 to 50M that report it.

Source

= $327,041 / 1,838
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260216094349NAL0006143746001, received 2026-02-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260216094349NAL0006143746001, received 2026-02-16

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-02-16.

Largest plan, all six figures: Fresh Direct 401(k) Plan

Recordkeeping fees per participantheadline

$177.93

10th: $10.53median $83.9490th: $217.08

Higher than 84% of the 14,075 plans $10 to 50M that report it.

Source

= $327,041 / 1,838
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260216094349NAL0006143746001, received 2026-02-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260216094349NAL0006143746001, received 2026-02-16

Administrative expenses excluding investment management, per participant

$178.02

10th: $15.36median $118.8890th: $340.63

Higher than 68% of the 24,371 plans $10 to 50M that report it.

Source

= $327,208 / 1,838
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260216094349NAL0006143746001, received 2026-02-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260216094349NAL0006143746001, received 2026-02-16

Administrative expenses per participant

$221.30

10th: $26.86median $197.2590th: $456.10

Higher than 56% of the 25,098 plans $10 to 50M that report it.

Source

= $406,750 / 1,838
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260216094349NAL0006143746001, received 2026-02-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260216094349NAL0006143746001, received 2026-02-16

Administrative expenses as a share of assets

0.892%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 98% of the 25,132 plans $10 to 50M that report it.

Source

= $406,750 / $45,587,801
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260216094349NAL0006143746001, received 2026-02-16
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260216094349NAL0006143746001, received 2026-02-16

Employer contributions per participant

$1,555

10th: $664median $2,07490th: $4,751

Higher than 34% of the 24,050 plans $10 to 50M that report it.

Source

= $2,857,219 / 1,838
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260216094349NAL0006143746001, received 2026-02-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260216094349NAL0006143746001, received 2026-02-16

Employer share of total contributions

50.8%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 94% of the 24,084 plans $10 to 50M that report it.

Source

= $2,857,219 / $5,629,811
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260216094349NAL0006143746001, received 2026-02-16
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260216094349NAL0006143746001, received 2026-02-16

Plan terms, as stated in Fresh Direct Holdings, Inc.'s SEC filings

Plan terms are not published in public filings.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
Fresh Direct 401(k) Plan$45,587,8011,838 $177.93 recordkeeping fees per participant2024
UTF Trucking Bargaining Unit 401(k)$15,922,4411,656 $83.29 recordkeeping fees per participant2024
Fresh Direct Bargaining Unit 401(k) Plan$12,399,0542,101 $57.30 recordkeeping fees per participant2024

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Sponsor name as filed: FRESH DIRECT HOLDINGS, INC.; SEC registrant: FRESH DIRECT HOLDINGS, INC (CIK 1130694, matched by EIN).