Retirement plan

TARRIER FOODS CORPORATION PROFIT SHARING PLAN

Name: TARRIER FOODS CORPORATION - TARRIER FOODS CORPORATION PROFIT SHARING PLAN (2025) Form 5500
Creator: TARRIER FOODS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TARRIER FOODS CORPORATION PROFIT SHARING PLAN, TARRIER FOODS CORPORATION

TARRIER FOODS CORPORATIONEIN 31-0988250Plan #001PY 2025

2700 INTERNATIONAL STREET - COLUMBUS, OH 43228614-876-8595tarrierfoods.comLinkedIn51-200 employeesfood production

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$10.1M

+23.1% from 2024

Total participants

103

+4.0% from 2024

Average account balance

$98,471

+18.3% from 2024

Annual return

16.32%

-0.92 pp from 2024

Benchmarks

See 7,141 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort7,141 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$10.14M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

103

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$763K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$504

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY4 years Service code 13 · EIN 42-0127290	Contract Administrator	$48,090
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27	Advisory (Plan)	$28,949
CREATIVE RETIREMENT SYSTEMS, INC.4 years Filed as: CREATIVE RETIREMENT SYSTEMS Service code 13 · EIN 31-1299207	Contract Administrator	$7,546
CETERA ADVISOR NETWORKS LLC1 year Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E3D3H2J2F2T2G

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$52K

$633 / participant

Contract admin$52K100.0%

% of EOY assets

0.512%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAS PARTNERS LLC
Auditor EIN: 208779390
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,471

$109,413-10.0%

$156,263-37.0%

$84,808+16.1%

Participation rate

100.0%

72.7%+27.3pp

78.9%+21.1pp

68.3%+31.7pp

Annual return

16.32%

20.18%-3.9pp

59.47%-43.2pp

40.90%-24.6pp

Employer contribution / active EE

$4,597

$2,907+58.1%

$4,333+6.1%

$2,631+74.7%

Participant deferral / active EE

$4,711

$4,590+2.6%

$6,158-23.5%

$4,212+11.9%

Admin fee / account holder

$504

$9,357-94.6%

$14,255-96.5%

$7,344-93.1%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY4 years

Service code 13 · EIN 42-0127290

Contract Administrator

$48,090

CETERA ADVISOR NETWORKS LLC2 years

Filed as: CETERA INVESTMENT ADVISERS LLC

Service code 27

Advisory (Plan)

$28,949

CREATIVE RETIREMENT SYSTEMS, INC.4 years

Filed as: CREATIVE RETIREMENT SYSTEMS

Service code 13 · EIN 31-1299207

Contract Administrator

$7,546

CETERA ADVISOR NETWORKS LLC1 year

Filed as: CETERA INVESTMENT ADVISORS LLC

Service code 27 · EIN 36-3258176

Advisory (Plan)

TARRIER FOODS CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TARRIER FOODS CORPORATION PROFIT SHARING 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