Retirement plan

TATE & LYLE HOURLY SAVINGS AND INVESTMENT PLAN

Name: TATE & LYLE AMERICAS, LLC - TATE & LYLE HOURLY SAVINGS AND INVESTMENT PLAN (2024) Form 5500
Creator: TATE & LYLE AMERICAS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TATE & LYLE HOURLY SAVINGS AND INVESTMENT PLAN, TATE & LYLE AMERICAS, LLC

TATE & LYLE AMERICAS, LLCEIN 36-4165865Plan #040PY 2024

5450 PRAIRIE STONE PARKWAY - HOFFMAN ESTATES, IL 60192217-421-4356LinkedIn1001-5000 employeesfood production

Other plans on this EIN

5 filings

#001Retirement-$409.6M assets #045Retirement-$233.2M assets #035Retirement-$105.3M assets #050Retirement-$37.1M assets #002Retirement-$2.4M assets

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$27.2M

+1.5% from 2023

Total participants

155

-14.8% from 2023

Average account balance

$175,775

+19.2% from 2023

Annual return

14.90%

-2.06 pp from 2023

Benchmarks

See 2,595 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,595 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.25M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

155

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$136

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 1 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044	Distribution (12b-1) fees; Shareholde...	$19,829

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$21K

$251 / participant

Recordkeeping$20K94.0%
Investment mgmt$1K6.0%

% of EOY assets

0.077%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KRUGGEL LAWTON & COMPANY, LLC
Auditor EIN: 351307701
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$175,775

$64,462+172.7%

$81,482+115.7%

$80,911+117.2%

Participation rate

100.0%

63.9%+36.1pp

69.5%+30.5pp

67.6%+32.4pp

Annual return

14.90%

16.35%-1.5pp

24.79%-9.9pp

35.63%-20.7pp

Employer contribution / active EE

$1,979-100.0%

$2,463-100.0%

$2,756-100.0%

Participant deferral / active EE

$3,094-100.0%

$3,885-100.0%

$4,297-100.0%

Admin fee / account holder

$136

$5,678-97.6%

$5,761-97.6%

$6,935-98.0%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS10+ years

Service code 12 · EIN 13-3689044

Distribution (12b-1) fees; Shareholde...

$19,829

TATE & LYLE HOURLY SAVINGS AND INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TATE & LYLE HOURLY SAVINGS AND INVESTMENT 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