Plan Snapshot
- Plan Sponsor: Tropicana Products, INC.
- Sponsor EIN: 133346705
- Sponsor Address: 433 WEST VAN BUREN STREET, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 2,022
- Total Assets: $246.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,022 | $246.1M | $7.5M | $17.6M |
| 2023 | 1,994 | $230.8M | $10.4M | $15.7M |
| 2022 | 2,005 | $199.7M | $9.1M | $15.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $216,048 | — | $216,048 |
| MERCER | INVESTMENT ADVISOR | $125,000 | — | $125,000 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MERCER — INVESTMENT ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $341,048
- Estimated Expense Ratio: 0.139% 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 | $364,191 | — | $300 | — | — |
| 2023 | $368,106 | $155,657 | $1,500 | — | — |
| 2022 | $278,402 | — | — | — | $278,402 |