Filings through Sep 24, 2026.

Retirement plan

Fruit Center, Inc. 401(k) Profit Sharing Plan

Name: FRUIT CENTER, INC. - FRUIT CENTER, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: FRUIT CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRUIT CENTER, INC. 401(K) PROFIT SHARING PLAN, FRUIT CENTER, INC.

Fruit Center, Inc.EIN 04-2543385Plan #001PY 2024

338 GRANITE AVE - MILTON, MA 02186617-698-1900

Prospect flagsLow participationFailed to transmit contributionsPossible retail share class: $11.2MFew collective trustsFund lineup: 12 funds, $11.7M

How to read this page

Total assets (EOY)

$11.8M

+17.1% from 2023

Total participants

171

+8.2% from 2023

Average account balance

$94,675

+20.8% from 2023

Annual return

14.94%

-0.77 pp from 2023

Benchmarks

See 2,319 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,319 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL8 years Service code 37 · EIN 04-2647786	Loan Processing	$1,418
PURSHE KAPLAN STERLING INV8 years Service code 61 · EIN 13-3749682	Finders' fees / placement fees	$0

Fund lineup

CSV with Team

12 funds of $250K or more; 23 lines in all, holding $11.7M of the plan's $11.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).

In collective trusts0%median 0% for plans of $5M to $50M (34,889 plans)

In index funds0%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series81%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: Fidelity Freedom, mutual fund, 81% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Fidelity Freedom Manager not matched · Mutual fund Target-date, 12 vintages	Not yet matched	Mutual fund	$9.5M	80.7%
FA New Insights A Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$530K	4.5%
Fidelity Govt Mmkt DM Fidelity (FMR) · Money market Recordkeeper's own fund	Fidelity (FMR)	Money market	$433K	3.7%
Blkrk Equity Div A Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$350K	3.0%
FA Freedom Inc A Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$269K	2.3%
FA Small Cap Val A Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$177K	1.5%
FA Strat Income A Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$157K	1.3%
Blkrk Hlth Sci Ops A Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$57K	0.5%
Invs MS Mid Cap A Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$55K	0.5%
MFS Technology Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3	MFS (Sun Life)	Mutual fund	$50K	0.4%

See the other 13 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$1K

$10 / participant

Recordkeeping$1K100.0%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CRR LLP
Auditor EIN: 043257840
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL8 years

Service code 37 · EIN 04-2647786

Loan Processing

$1,418

PURSHE KAPLAN STERLING INV8 years

Service code 61 · EIN 13-3749682

Finders' fees / placement fees

Fund

Dollars

% of funds%

Fidelity Freedom

Manager not matched · Mutual fund

Target-date, 12 vintages

$9.5M

80.7%

FA New Insights A

Manager not matched · Mutual fund

Possible retail class A

$530K

4.5%

Fidelity Govt Mmkt DM

Fidelity (FMR) · Money market

Recordkeeper's own fund

$433K

3.7%

Blkrk Equity Div A

Manager not matched · Mutual fund

Possible retail class A

$350K

3.0%

FA Freedom Inc A

Manager not matched · Mutual fund

Possible retail class A

$269K

2.3%

FA Small Cap Val A

Manager not matched · Mutual fund

Possible retail class A

$177K

1.5%

FA Strat Income A

Manager not matched · Mutual fund

Possible retail class A

$157K

1.3%

Blkrk Hlth Sci Ops A

Manager not matched · Mutual fund

Possible retail class A

$57K

0.5%

Invs MS Mid Cap A

Manager not matched · Mutual fund

Possible retail class A

$55K

0.5%

MFS Technology Fund R3

MFS (Sun Life) · Mutual fund

Possible retail class R3

$50K

0.4%

Fruit Center, Inc. 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Fruit Center, Inc. 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion