Plan Snapshot
- Plan Sponsor: Tree Brand Packaging, INC.
- Sponsor EIN: 561763763
- Sponsor Address: 2800 WOODTECH DRIVE, NEWTON, NC, 28658
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 93
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 93 | $0 | $0 | $0 |
| 2024 | 85 | $31,669 | $729,004 | $170,851 |
| 2023 | 80 | $85,529 | $636,261 | $182,006 |
| 2022 | 66 | $192,255 | $493,604 | $155,823 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ACS BENEFIT SERVICES, LLC | Other Service Provider | $55,520 | — | $55,520 |
| ECM SOLUTIONS | Investment Advisor | $24,175 | — | $24,175 |
| THE BENECON GROUP, LLC | Investment Advisor | $23,682 | — | $23,682 |
| CONNECTCARE3 | Other Service Provider | $5,183 | — | $5,183 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,560
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | -$53,973 | — | — | — | — |
| 2024 | $974,599 | — | — | — | — |
| 2023 | $955,541 | — | — | — | — |
| 2022 | $648,597 | — | — | — | — |