Plan Ledger DOL Form 5500 · updated monthly

Tri-Union Frozen Products, Inc.401(k)

CHICKEN OF THE SEA FROZEN FOODS SAVINGS INVESTMENT PLAN · EL SEGUNDO, CA · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Tri-Union Frozen Products, Inc. reported $1,070 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,231 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 0.01% to 0.00%. 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 3,413th-largest of 9,483 plans among California employers on file, and the 1,761st of 4,246 in wholesale trade. In 2023, employees put in $4.25 for every $1.00 the employer contributed; active participation has shrunk from 141 to 119 since 2022.

Plan summary
Net assets, end of year$21,864,203
Participants with balances159
Active participants119
Employer contributions$265,471
Employee contributions$1,129,453
Employer contribution per active participant$2,231
Average account balance$137,511
Benefits paid to participants$2,614,887
Plan auditUnmodified (clean) audit opinion
AuditorLAVINE, LOFGREN, MORRIS & ENGELBE
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 150 accts · $139K emplr
2023$21.9M · 159 accts · $265K emplr
2022$19.1M · 158 accts · $280K emplr
Administrative expenses, itemized · 2023
Investment management$87
Audit (IQPA)$9,150
Total administrative$1,070
The Tri-Union Frozen Products, Inc. 401(k) match · 2023
Employer contribution per active participant$2,231
Median for plans this size$2,440
2024$1,243 per active participant
2023$2,231 per active participant
2022$1,988 per active participant

Tri-Union Frozen Products, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LAVINE, LOFGREN, MORRIS & ENGELBER · Accounting / audit$9,150
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$335 · 0.00%
2023$1,070 · 0.01%
2022Not separately reported
Similar plansWholesale Trade · California
Galleher LLC CA$22.3M · 0.26%
Elkay Plastics Co., Inc. CA$22.3M · 0.25%
Vps Companies, Inc. CA$22.3M · 0.17%
Pacific Medical, Inc. CA$21.9M · 0.47%
Bizlink Technology, Inc. CA$21.8M · 0.16%
Toms Shoes, LLC CA$21.5M · 0.13%
K-Swiss CA$21.4M · 0.08%
Munchkin, Inc. CA$21.3M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135632160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.