Retirement plan

TREEHOUSE FOODS, INC. UNION 401K PLAN

Name: TREEHOUSE FOODS, INC. - TREEHOUSE FOODS, INC. UNION 401K PLAN (2020) Form 5500
Creator: TREEHOUSE FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TREEHOUSE FOODS, INC. UNION 401K PLAN, TREEHOUSE FOODS, INC.

TREEHOUSE FOODS, INC.EIN 20-2311383Plan #002PY 2020

2021 SPRING ROAD, 6TH FLOOR - OAK BROOK, IL 60523708-483-1300treehousefoods.comLinkedIn10001+ employeesfood production

Other plans on this EIN

5 filings

#003Retirement-$597.2M assets #005Retirement-$288.6M assets #008Retirement-$52.2M assets #001Retirement-$30.9M assets #006Retirement-$6.4M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$32.9M

-6.1% from 2016

Total participants

737

+3.0% from 2016

Average account balance

$67,799

-7.8% from 2016

Annual return

18.19%

-6.92 pp from 2016

Benchmarks

See 695 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort695 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.88M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

458

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.

70.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$183

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping	$23,052
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218	Advisory (Plan)	$8,038
SEYFARTH SHAW LLP6+ years Service code 16 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577	Consulting	$5,355

Plan features & details

Pension benefit codes2E2G2J2K2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$38K

$57 / participant

Investment mgmt$9K23.4%
Other / not subdivided$29K76.6%

% of EOY assets

0.115%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,799

$61,473+10.3%

$81,726-17.0%

$73,415-7.6%

Participation rate

61.8%

72.4%-10.6pp

72.0%-10.2pp

72.2%-10.4pp

Annual return

18.19%

28.26%-10.1pp

29.49%-11.3pp

59.30%-41.1pp

Employer contribution / active EE

$768

$1,898-59.5%

$4,311-82.2%

$2,234-65.6%

Participant deferral / active EE

$1,845

$3,080-40.1%

$7,108-74.0%

$3,806-51.5%

Admin fee / account holder

$78

$125-37.8%

$5,160-98.5%

$158-50.5%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Service code 15

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping

$23,052

MERCER1 year

Filed as: MERCER INVESTMENT MANAGEMENT INC

Service code 27

21875 NETWORK PL · CHICAGO, IL 606731218

Advisory (Plan)

$8,038

SEYFARTH SHAW LLP6+ years

Service code 16

131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577

Consulting

$5,355

TREEHOUSE FOODS, INC. UNION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TREEHOUSE FOODS, INC. UNION 401K 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