Retirement plan

TREEHOUSE FOODS, INC. 401(K) PLAN

Name: TREEHOUSE FOODS, INC. - TREEHOUSE FOODS, INC. 401(K) PLAN (2017) Form 5500
Creator: TREEHOUSE FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TREEHOUSE FOODS, INC. 401(K) PLAN, TREEHOUSE FOODS, INC.

TREEHOUSE FOODS, INC.EIN 20-2311383Plan #003PY 2017

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

Other plans on this EIN

5 filings

#005Retirement-$249.6M assets #008Retirement-$59.2M assets #002Retirement-$28.7M assets #001Retirement-$25.6M assets #006Retirement-$5.2M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$605.6M

-64.2% from 2016

Total participants

10,935

-62.5% from 2016

Average account balance

$70,410

+44.5% from 2016

Annual return

16.72%

-174.03 pp from 2016

Benchmarks

See 37 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants5,000-9,999

Cohort37 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$397.99M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

4,488

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.

68.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$161

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 4 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$94,439
SEYFARTH SHAW LLP2 years Service code 29 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693	Legal	$73,777
GRANT THORNTON LLP3+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694	Accounting	$57,220
BELLLITHO, INC.1 year Filed as: BELL LITHO INC Service code 36 370 CROSSEN AVENUE · ELK GROVE VILLAGE, IL 60007	Copying and duplicating; Direct payme...	$10,890

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$238K

$25 / participant

Other / not subdivided$238K100.0%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

0 / 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: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,410

$94,339-25.4%

$75,501-6.7%

$177,276-60.3%

Participation rate

75.7%

80.3%-4.6pp

72.4%+3.4pp

74.8%+0.9pp

Annual return

16.72%

18.58%-1.9pp

27.35%-10.6pp

21.25%-4.5pp

Employer contribution / active EE

$2,104

$2,982-29.4%

$2,352-10.5%

$2,479-15.1%

Participant deferral / active EE

$3,204

$3,974-19.4%

$3,142+2.0%

$3,881-17.4%

Admin fee / account holder

$28

$53-47.7%

$5,801-99.5%

$154-82.0%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$94,439

SEYFARTH SHAW LLP2 years

Service code 29

3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693

Legal

$73,777

GRANT THORNTON LLP3+ years

Service code 10

33562 TREASURY CENTER · CHICAGO, IL 60694

Accounting

$57,220

BELLLITHO, INC.1 year

Filed as: BELL LITHO INC

Service code 36

370 CROSSEN AVENUE · ELK GROVE VILLAGE, IL 60007

Copying and duplicating; Direct payme...

$10,890

TREEHOUSE FOODS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TREEHOUSE FOODS, INC. 401(K) 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