My Plan Facts

Employers › California

Employer · plans filed under one EIN

Ifs Acquisition LLC

Bell, CA · Wholesale trade

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$25.3Mnet assets across plans
590participant records365 active
$783Kemployer contributions, latest plan years$2,146 per active record
$78KSchedule C compensation to organisations$131.99 per participant record

Ifs Acquisition LLC, based in Bell, California, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 590 participant records and $25.3M in net assets.

The largest is Individual Foodservice Union Retirement Plan, a 401(k) plan with 302 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $783K and participant contributions $1.5M in the latest plan years; benefits paid were $1.8M. Schedule C compensation reported to service provider organisations totalled $78K.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Individual Foodservice Union Retirement Plan401(k) plan2024302$6.9M$22,830$1,732$25K
Individual Foodservice 401(k) Plan401(k) plan2024288$18.4M$63,960$2,647$53K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2023: $22.4M2024: $25.3M$22.4M$25.3M20232024
Combined net assets
2023: 6912024: 59069159020232024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242590$25.3M$783K$1.5M
20232691$22.4M$783K$1.6M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Merrill Lynch Pierce Fenner & SmithInvestment advisory (plan); Investment advisory (participants)2$66,795
Ascensus Holdings Inc. DBAContract Administrator1$7,263
Empower Annuity Insurance Co. of Am—1$2,591
John Hancock Life Insurance CompanyRecordkeeping and information management; Investment management1$1,038
Empower Advisory Group LLCInvestment management1$189

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Merrill Lynch Pierce Fenner & Smith$67K
Ascensus Holdings Inc. DBA$7,263
Empower Annuity Insurance Co. of Am$2,591
John Hancock Life Insurance Company$1,038
Empower Advisory Group LLC$189

Questions and answers

How many retirement plans does Ifs Acquisition LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Individual Foodservice Union Retirement Plan and Individual Foodservice 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Ifs Acquisition LLC contribute to its plans?

$783,266 in employer contributions across these plans in their latest plan years, about $2,146 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Merrill Lynch Pierce Fenner & Smith, Ascensus Holdings Inc. DBA, Empower Annuity Insurance Co. of Am and John Hancock Life Insurance Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.