Plan Snapshot
- Plan Sponsor: Tree House Brewing Company, In
- Sponsor EIN: 472743814
- Sponsor Address: 129 STURBRIDGE RD., CHARLTON, MA, 01507
- Plan Type: 401(k)
- Total Participants: 472
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 472 | $6.7M | $426,453 | $952,338 |
| 2023 | 403 | $4.5M | $350,653 | $773,016 |
| 2022 | 296 | $2.7M | $268,521 | $590,832 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | RECORD KEEPER | $28,395 | — | $28,395 |
| GALLAGHER FLYNN & COMPANY, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,395
- Estimated Expense Ratio: 0.424% of plan assets
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 |
|---|---|---|---|---|---|
| 2024 | $41,680 | $2,832 | — | — | — |
| 2023 | $45,305 | $1,743 | — | — | — |
| 2022 | $25,570 | — | — | — | — |