Plan Ledger DOL Form 5500 · updated monthly

Tall Tree Foods, Inc.401(k)

TALL TREE FOODS, INC. 401(K) SAVINGS PLAN · MILWAUKEE, WI · plan year 2023

Reported admin expense ratio · 2023
0.27%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Tall Tree Foods, Inc. reported $46,187 in plan administrative expenses for 2023: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,057 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.30% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 921st-largest of 1,936 plans among Wisconsin employers on file, and the 2,046th of 4,246 in wholesale trade. In 2023, employees put in $2.98 for every $1.00 the employer contributed; active participation has shrunk from 366 to 277 since 2022.

Plan summary
Net assets, end of year$18,269,941
Participants with balances314
Active participants277
Employer contributions$292,900
Employee contributions$872,542
Employer contribution per active participant$1,057
Average account balance$58,185
Benefits paid to participants$1,642,966
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $28K emplr
2024$10.3M · 169 accts · $174K emplr
2023$18.3M · 314 accts · $293K emplr
2022$16.2M · 327 accts · $324K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$35,257
Investment management$10,930
Total administrative$46,187
The Tall Tree Foods, Inc. 401(k) match · 2023
Employer contribution per active participant$1,057
Median for plans this size$2,440
2024$1,512 per active participant
2023$1,057 per active participant
2022$884 per active participant

Tall Tree Foods, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$33,901
ROTHSCHILD INVESTMENT · Investment advisory (plan)$12,286

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025Not separately reported
2024$47,324 · 0.33%
2023$46,187 · 0.27%
2022$57,261 · 0.30%
All plans at this employer2
TALL TREE FOODS, INC. 401(K) SAVINGS PLAN401(k)
TALL TREE FOODS, INC.- UNION 401(K) PLAN401(k)
Same employer
Similar plansWholesale Trade · Wisconsin
Eilliens Candies, Inc. WI$18.3M · 0.31%
Dean Distributing, Inc. WI$18.2M · 0.27%
Alpha Source Holdco, LLC WI$18.0M · 0.45%
A.A. Anderson & Co., Inc. WI$17.2M · 0.44%
Nueske Meat Products, Inc. WI$17.0M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371729884 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.