Plan Snapshot
- Plan Sponsor: Tri-Union Frozen Products, INC.
- Sponsor EIN: 135632160
- Sponsor Address: 300 N CONTINENTAL BLVD, EL SEGUNDO, CA, 90245
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $20.7M
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 | 112 | $20.7M | $139,195 | $1.2M |
| 2023 | 119 | $21.9M | $265,471 | $1.1M |
| 2022 | 141 | $19.1M | $280,254 | $1.2M |
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 |
|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS & ENGELBE | Auditor | $5,200 | — | $5,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,200
- Estimated Expense Ratio: 0.025% 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 | $335 | $1,673 | — | $5,200 | — |
| 2023 | $1,070 | $87 | — | $9,150 | — |
| 2022 | -$9,725 | — | — | — | — |