# Tree House Brewing Company, In 401(k) Plan
Source: https://planprovider.pro/companies/tree-house-brewing-company-in-401k-plan

> Tree House Brewing Company, In's 401(k) plan: 472 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [Boston Beer Corporation](https://planprovider.pro/companies/boston-beer-corporation-401k-plan) — 2,589 participants

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