Plan Ledger DOL Form 5500 · updated monthly

Tilt Holdings Inc.401(k)

TILT HOLDINGS INC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.53%

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

Tilt Holdings Inc. reported $23,994 in plan administrative expenses for 2024: 1.53% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1 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 1 year on file its reported administrative ratio fell from 1.87% to 1.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Arizona (1,064th of 1,285), and 4,047th of 4,246 in wholesale trade. In 2024, employees put in $1940.61 for every $1.00 the employer contributed; active participation has shrunk from 354 to 287 since 2022.

Plan summary
Net assets, end of year$1,922,994
Participants with balances460
Active participants287
Employer contributions$391
Employee contributions$758,779
Employer contribution per active participant$1
Average account balance$4,180
Benefits paid to participants$218,054
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.9M · 460 accts · $391 emplr
2023$1.2M · 421 accts · $2K emplr
2022$368K · 333 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,850
Investment management$5,526
Trustee / custodial$1,618
Total administrative$23,994
The Tilt Holdings Inc. 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$1,313
2024$1 per active participant
2023$7 per active participant

Tilt Holdings Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LEADING RETIREMENT SOLUTIONS$16,850

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

Administrative cost history3
2024$23,994 · 1.53%
2023$14,878 · 1.87%
2022Not separately reported
Same employer
Similar plansWholesale Trade · Arizona
Longust Distributing, LLC AZ$6.6M · 0.40%
Arizona Fasteners Corp AZ$6.3M · 1.31%
Romer Beverage Company AZ$932K · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832097293 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.