Retirement plan

TABLE TALK PIES, INC. RETIREMENT SAVINGS PLAN

Name: TABLE TALK PIES, INC. - TABLE TALK PIES, INC. RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: TABLE TALK PIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TABLE TALK PIES, INC. RETIREMENT SAVINGS PLAN, TABLE TALK PIES, INC.

TABLE TALK PIES, INC.EIN 05-0482010Plan #001PY 2024

58 GARDNER STREET - WORCESTER, MA 01610508-798-8811

Prospect flagsHigh cashLow assets / participantWind-down / frozen

How to read this page

Total assets (EOY)

$194K

-97.4% from 2023

Total participants

114

-67.8% from 2023

Average account balance

$1,703

-96.7% from 2023

Annual return

22.27%

+6.98 pp from 2023

Benchmarks

See 4,447 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,447 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$194K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$2K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

114

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$449K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.27%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$217

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$14,034
COMMONWEALTH FINANCIAL NETWORK1 year Service code 27 · EIN 04-2547708	Advisory (Plan)	$5,721

Plan features & details

Pension benefit codes2E2F2G2J2K2T3F3H3D

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$25K

Recordkeeping$14K56.9%
Other / not subdivided$11K43.1%

% of EOY assets

12.711%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: STOWE&DEGON LLC
Auditor EIN: 043379904
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,703

$100,262-98.3%

$81,370-97.9%

$145,897-98.8%

Participation rate

0.0%

74.3%-74.3pp

69.5%-69.5pp

80.3%-80.3pp

Annual return

22.27%

34.52%-12.3pp

24.85%-2.6pp

552.29%-530.0pp

Employer contribution / active EE

$2,979-100.0%

$2,464-100.0%

$4,663-100.0%

Participant deferral / active EE

$4,612-100.0%

$3,885-100.0%

$6,689-100.0%

Admin fee / account holder

$217

$8,163-97.3%

$5,749-96.2%

$13,390-98.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$14,034

COMMONWEALTH FINANCIAL NETWORK1 year

Service code 27 · EIN 04-2547708

Advisory (Plan)

$5,721

TABLE TALK PIES, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TABLE TALK PIES, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion