Plans » Benchmarking Engine
Benchmarking Trilliant Food & Nutrition 401(K) Plan in Little Chute, WI against
good (2)
neutral (11)
Trilliant Food & Nutrition 401(K) Plan in Little Chute, WI has the highest total income ($6,416,564) of the 66 plans within 50 miles with at most $20,923,615 in total assets. Those $6,416,564 compare to an average of $3,092,110 across the 66 plans.
- total assets. At end of plan year. Line 1f(b) from Schedule H. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- total income. Higher values are better. From Line 2d, Schedule H. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
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within 50 miles.
- The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
- In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.
Trilliant Food & Nutrition 401(K) Plan in Little Chute, WI is in Wisconsin, its EIN is 680496194, its industry group is Other Food Manufacturing, its plan administrator is Kim Roe-Fischer, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a single-employer plan, its business code is 311900, has 500 to 999 total participants, is worse than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total), and is higher than the overall administrative medians in each of investment advisory and management fees, other administrative expenses, total administrative expenses, and total administrative expense ratio.
Global References
Numeric values:
- total assets ($20,923,615)
- net assets (assets minus liabilities) ($20.80M)
- value of interest in registered investment companies (e.g., mutual funds) ($20.10M)
- total assets at beginning of plan year ($17,942,128)
- total income ($6,416,564)
- total contributions ($3,765,721)
- net income ($3,429,172)
- total expenses ($2,987,392)
- earnings on investments ($2,703,288)
- net earnings on investments ($2,629,909)
- cash contributions from participants ($2,242,966)
- cash contributions from employers ($1,300,588)
- participant loans ($374,676)
- other receivables (not employer nor participant contributions) ($169,263)
- value of interest in common/collective trusts ($148,637)
- total administrative expenses ($143,975)
- receivables employer contributions ($83,519)
- total liabilities ($82,272)
- investment advisory and management fees ($73,379)
- other administrative expenses ($70,596)
- receivables participant contributions ($57,860)
- average account balance ($23,616)
- average participant cash contribution per active participant ($4,673)
- net income per total participant ($3,870)
- average employer cash contribution per active participant ($2,710)
- total noninterest-bearing cash ($434)
- total administrative expense per participant ($162.50)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (54.2%)
- yield on beginning-of-plan-year total assets (14.66%)
- diversity of asset types (7.0%)
- participant loans as a percentage of plan assets (1.79%)
- total administrative expense ratio (0.690%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (480)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (886)
- other retired or separated participants entitled to future benefits (406)
- retired or separated participants receiving benefits (0)
- total participants (886)
Global References