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Form 5500 · Retirement plan · SAN DIEGO, CA

COHN WHOLESALE FRUIT & GROCERY CO.

The filing calls this plan COHN WHOLESALE 401(K) RETIREMENT SAVINGS PLAN.

COHN WHOLESALE FRUIT & GROCERY CO. of SAN DIEGO, CA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-0845853 · plan 002 · plan year 2024, filed Dec 3, 2025

Participants at the start of the year
187
Contracts on file
1
Contract value
$602,244
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.

The contracts held $602,244 at the end of the plan year, as reported on Schedule A.

$6,949 in agent commissions is disclosed across the contracts; OSAIC FS INC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC126December$602,244$6,949

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
COHN WHOLESALE FRUIT & GROCERY CO.
EIN 42-0845853

The plan administrator is from line 3a of the main form. We publish company names only.

What the plan holds

Plan assets at year end
$3,781,401
Paid out in benefits
$90,658
Participants at the start of the year
187
Participants with account balances
126

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 42-1412604
DELPERDANG, SCHUH & CO., PC
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

More employer plans in California — largest plans, brokers, carriers and renewal months.