Retirement plan

TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES

Name: TREEHOUSE FOODS, INC. - TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES (2023) Form 5500
Creator: TREEHOUSE FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES, TREEHOUSE FOODS, INC.

TREEHOUSE FOODS, INC.EIN 20-2311383Plan #008PY 2023

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

Other plans on this EIN

5 filings

#003Retirement-$423.6M assets #005Retirement-$179.2M assets #002Retirement-$31.5M assets #001Retirement-$17.5M assets #006Retirement-$2.3M assets

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$39.5M

-10.7% from 2017

Total participants

971

+279.0% from 2017

Average account balance

$59,899

-4.7% from 2017

Annual return

12.01%

-15.70 pp from 2017

Benchmarks

See 755 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort755 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$38.05M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

642

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.

61.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.61M

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

+10.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$194

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
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907	Recordkeeping	$71,836
SEYFARTH SHAW LLP8+ years Service code 29 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577	Legal	$18,567
M HOLDING SECURITIES, INC.1 year Filed as: P&M HOLDING GROUP LLP DBA PLANTE & Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693	Accounting	$12,000
MERCER3 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673	Advisory (Plan)	$10,856

Plan features & details

Pension benefit codes2E2H2J2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$115K

$142 / participant

Recordkeeping$72K62.4%
Investment mgmt$13K11.0%
Legal$19K16.1%
Other / not subdivided$12K10.4%

% of EOY assets

0.291%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 381357951
Audit fees: $12,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,899

$69,823-14.2%

$76,891-22.1%

$74,478-19.6%

Participation rate

61.6%

70.0%-8.5pp

69.6%-8.1pp

70.7%-9.2pp

Annual return

12.01%

19.99%-8.0pp

37.91%-25.9pp

34.37%-22.4pp

Employer contribution / active EE

$1,686

$2,148-21.5%

$2,534-33.5%

$2,637-36.1%

Participant deferral / active EE

$2,103

$3,558-40.9%

$3,833-45.1%

$4,530-53.6%

Admin fee / account holder

$174

$398-56.2%

$5,488-96.8%

$347-49.8%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 15 · EIN 84-0467907

Recordkeeping

$71,836

SEYFARTH SHAW LLP8+ years

Service code 29

131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577

Legal

$18,567

M HOLDING SECURITIES, INC.1 year

Filed as: P&M HOLDING GROUP LLP DBA PLANTE &

Service code 10

16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693

Accounting

$12,000

MERCER3 years

Filed as: MERCER (US) INC MERCER INVESTMENTS

Service code 27

21875 NETWORK PLACE · CHICAGO, IL 60673

Advisory (Plan)

$10,856

TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES

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