Retirement plan

TREEHOUSE FOODS, INC. 401K PLAN

Name: TREEHOUSE FOODS,INC. - TREEHOUSE FOODS, INC. 401K PLAN (2019) Form 5500
Creator: TREEHOUSE FOODS,INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TREEHOUSE FOODS, INC. 401K PLAN, TREEHOUSE FOODS,INC.

TREEHOUSE FOODS,INC.EIN 20-2311383Plan #003PY 2019

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

Other plans on this EIN

5 filings

#005Retirement-$260.7M assets #008Retirement-$55.4M assets #002Retirement-$28.6M assets #001Retirement-$28.3M assets #006Retirement-$5.8M assets

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$558M

-64.2% from 2016

Total participants

8,776

-62.5% from 2016

Average account balance

$82,793

+44.5% from 2016

Annual return

16.80%

-174.03 pp from 2016

Benchmarks

See 37 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants5,000-9,999

Cohort37 peers

Snapshot2019

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 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping	$340,260
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$64,781
SEYFARTH SHAW LLP4 years Service code 16 · EIN 36-2152202 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577	Consulting	$59,996
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 21875 NETWORK PL · CHICAGO, IL 606731218	Advisory (Plan)	$22,068
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693	Accounting	$12,572

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$501K

$68 / participant

Investment mgmt$22K4.4%
Other / not subdivided$479K95.6%

% of EOY assets

0.090%

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

$82,793

$92,153-10.2%

$76,667+8.0%

$82,204+0.7%

Participation rate

72.5%

79.4%-6.9pp

72.1%+0.4pp

73.4%-0.8pp

Annual return

16.80%

21.12%-4.3pp

1166.74%-1149.9pp

26.31%-9.5pp

Employer contribution / active EE

$2,394

$3,043-21.3%

$2,303+4.0%

$2,707-11.6%

Participant deferral / active EE

$3,849

$4,304-10.6%

$3,336+15.4%

$4,246-9.3%

Admin fee / account holder

$74

$70+5.8%

$6,423-98.8%

$76-1.7%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 15

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping

$340,260

T ROWE PRICE RPS INC5+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$64,781

SEYFARTH SHAW LLP4 years

Service code 16 · EIN 36-2152202

131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577

Consulting

$59,996

MERCER1 year

Filed as: MERCER INVESTMENT MANAGEMENT INC

Service code 27 · EIN 30-0282430

21875 NETWORK PL · CHICAGO, IL 606731218

Advisory (Plan)

$22,068

PLANTE & MORAN, PLLC1 year

Filed as: PLANTE AND MORAN PLLC

Service code 10 · EIN 38-1357951

16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693

Accounting

$12,572

TREEHOUSE FOODS, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TREEHOUSE FOODS, INC. 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