# Treesap Farms, LLC 401(k) Plan
Source: https://planprovider.pro/companies/treesap-farms-llc-401k-plan

> Treesap Farms, LLC's 401(k) plan: 1,682 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Treesap Farms, LLC

- **Sponsor EIN:** 472815183

- **Sponsor Address:** 5151 MITCHELLDALE STREET SUITE B2, HOUSTON, TX, 77092

- **Plan Type:** 401(k)

- **Total Participants:** 1,682

- **Total Assets:** $9.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,682|$9.4M|$0|$686,683|

| 2023|1,426|$8.1M|$0|$678,903|

| 2022|1,408|$6.9M|$0|$728,026|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$27,144|—|$27,144|

| CATALINA CAPITAL GROUP LLC|ADVISOR|$24,747|—|$24,747|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,942|—|$5,942|

| MELTON AND MELTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MELTON AND MELTON LLP](https://planprovider.pro/provider/melton-and-melton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $57,833

- **Estimated Expense Ratio:** 0.613% 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|$57,834|$30,690|—|—|—|

| 2023|$52,031|$26,239|$300|—|—|

| 2022|$49,529|$2,580|—|—|—|

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