Plan Ledger DOL Form 5500 · updated monthly

Tree House Brewing Company, In401(k)

TREE HOUSE BREWING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST · CHARLTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Tree House Brewing Company, In reported $41,680 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $904 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 fell from 1.12% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Massachusetts (2,173rd of 2,726), and 10,325th of 13,661 in manufacturing. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 296 to 472 since 2022.

Plan summary
Net assets, end of year$6,699,220
Participants with balances543
Active participants472
Employer contributions$426,453
Employee contributions$952,338
Employer contribution per active participant$904
Average account balance$12,337
Benefits paid to participants$325,918
Plan auditUnmodified (clean) audit opinion
AuditorGALLAGHER FLYNN & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 543 accts · $426K emplr
2023$4.5M · 463 accts · $351K emplr
2022$2.7M · 350 accts · $269K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,848
Investment management$2,832
Total administrative$41,680
The Tree House Brewing Company, In 401(k) match · 2024
Employer contribution per active participant$904
Median for plans this size$1,313
2024$904 per active participant
2023$870 per active participant
2022$907 per active participant

Tree House Brewing Company, In's 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20242
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$28,395
WILSHIRE ASSOCIATES INC. · Named fiduciary$2,832

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$41,680 · 0.74%
2023$45,305 · 1.26%
2022$25,570 · 1.12%
Same employer
Similar plansManufacturing · Massachusetts
Btl Industries, Inc. MA$6.9M · 0.05%
Jeffco Fibres, Inc. MA$6.7M · 0.61%
Fraen Corporation MA$6.7M · 0.01%
Aotco Metal Finishing LLC MA$6.6M · 0.07%
Superior Bindery, Inc. MA$6.6M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472743814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.