Fresh Direct Holdings 401(k) and retirement plans

Fresh Direct Holdings, Inc., Bronx, NY. EIN 11-3576952. Annual reports 2009–2024. Also filed as Fresh Direct Holdings Inc; Fresh Direct Holdings, Inc.

Fresh Direct Holdings, Inc. has 3 active retirement plans on file. The largest is the Fresh Direct Bargaining Unit 401K Plan, with 2,139 participants and $12.4 million in assets in 2024. Transamerica has been its recordkeeper since 2022. No traditional pension plan appears in Fresh Direct Holdings's filings since 2009.

Active plans
3
Participants
5,679
Plan assets
$73.9 million
401(k) recordkeeper
Transamerica
Plans on file
3
Industry
Holding companies

All 3 plans

Active plans first

Fresh Direct Bargaining Unit 401K Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 11-3576952
Participants (2024)
2,139
Net assets (2024)
$12.4 million
Recordkeeper
Transamerica2022–2024
Plan administrator
Fresh Direct Holdings, Inc.
2 ST. Ann'S Ave.
Bronx, NY 10454
(718) 928-1000As filed for 2024
In effect since
January 1, 2022
Year by year, 2022 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,139$12.4 millionTransamerica
20231,884$10.1 millionTransamerica
20221,502$7.1 millionTransamerica

Fresh Direct 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 11-3576952
Participants (2024)
1,850
Net assets (2024)
$45.6 million
Recordkeeper
TransamericaEarlier: Fidelity (2009–2013)
Plan administrator
Fresh Direct Holdings, Inc.
2 ST. Ann'S Avenue
Bronx, NY 10454
(718) 928-1000As filed for 2024
In effect since
January 1, 2004
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,850$45.6 millionTransamerica
20231,876$43.0 millionTransamerica
20222,008$34.7 millionTransamerica
20212,902$41.2 millionTransamerica
20204,214$34.9 millionTransamerica
20194,146$30.8 millionTransamerica
20183,616$24.8 millionTransamerica
20172,848$25.7 millionTransamerica
20162,557$19.3 millionTransamerica
20152,187$16.3 millionTransamerica
20131,782$13.0 millionFidelity
20121,714$9.3 millionFidelity
20111,725$6.9 millionFidelity
20101,567$5.5 millionFidelity
20091,270$3.5 millionFidelity

Utf Trucking Bargaining Unit 401K

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 11-3576952
Participants (2024)
1,690
Net assets (2024)
$15.9 million
Recordkeeper
TransamericaEarlier: Fidelity (2009–2013)
Plan administrator
Fresh Direct Holdings, Inc
2 ST. Ann'S Avenue
Bronx, NY 10454
(718) 928-1000As filed for 2024
In effect since
June 29, 2007

Earlier plan names: Bargaining Unit 401(k) Plan; Fresh Direct Bargaining Unit 401(k) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,690$15.9 millionTransamerica
20231,680$12.7 millionTransamerica
20221,596$8.7 millionTransamerica
20211,415$9.1 millionTransamerica
20202,259$7.8 millionTransamerica
20191,923$6.1 millionTransamerica
20181,777$4.8 millionTransamerica
20171,482$4.9 millionTransamerica
20161,284$3.9 millionTransamerica
20151,044$3.1 millionTransamerica
20131,176$2.4 millionFidelity
2012784$1.7 millionFidelity
2010713$817,153Fidelity
2009534$465,722Fidelity

If you had money in one of these plans

  1. Call Transamerica (transamerica.com), which runs the Fresh Direct Bargaining Unit 401K Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((718) 928-1000). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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