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Original filing (PDF)20251015142523NAL0005125249001
TROPICANA PRODUCTS, INC.
Form 5500
FILING_RECEIVED
TROPICANA PRODUCTS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
2,022
Accounts w/ balance
2,156
Plan assets (EOY)
$246.1M
Net assets (EOY)
$246.0M
How this plan invests
This plan
19 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROPICANA PRODUCTS, INC..
Plan sponsor
Name
TROPICANA PRODUCTS, INC.
EIN
13-3346705
Address
433 WEST VAN BUREN STREET · CHICAGO, IL · 60607
Phone
(877) 858-3855
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $216K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 36-2668272 | — | INVESTMENT ADVISOR | $125K | — |
Investments
4 direct securities · 19 pooled funds· $241.6M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$207.9M
19 holdings
Uncategorized
$33.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BTC LIFEPATH 2035 G BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-3182755 / PN 001 | Common Collective Trust | — | — | $32.5M | 13.2% | |
| BTC LIFEPATH 2030 G BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-3152218 / PN 001 | Common Collective Trust | — | — | $29.3M | 11.9% | |
| BTC LIFEPATH 2040 G BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-3199119 / PN 001 | Common Collective Trust | — | — | $28.6M | 11.6% | |
| [DFE: BLACKROCK LIFEPATH INDEX RETIREMENT FUND G (extraction pending)] | — | — | — | $26.7M | 10.8% | |
| BTC LIFEPATH RET G BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-3274988 / PN 001 | Common Collective Trust | — | — | $26.7M | 10.8% | |
| BTC LIFEPATH 2050 G BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-3226904 / PN 001 | Common Collective Trust | — | — | $20.4M | 8.3% | |
| BTC EQUITY INDEX J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $19.5M | 7.9% | |
| BTC LIFEPATH 2045 G BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-3214715 / PN 001 | Common Collective Trust | — | — | $17.6M | 7.1% | |
| BTC LIFEPATH 2055 G BLACKROCK INST. TRUST COMPANY,N. A · EIN 82-3243273 / PN 001 | Common Collective Trust | — | — | $11.9M | 4.8% | |
| BTC LIFEPATH 2060 G BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-3258496 / PN 001 | Common Collective Trust | — | — | $6.4M | 2.6% | |
| BTC LIFEPATH 2065 G BLACKROCK INST. TRUST COMPANY, N. A · EIN 84-1787954 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.5% | |
| [DFE: INVESCO STABLE VALUE TRUST (extraction pending)] | — | — | — | $3.3M | 1.4% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.4% | |
| EXTENDED EQUITY MARKET FUND F | — | — | — | $3.0M | 1.2% | |
| BTC EXTND EQ MKT IDX BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3859614 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.2% | |
| MERCER SMMDCP STOCK MERCER TRUST COMPANY LLC · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $1.9M | 0.8% | |
| MERCER DVSFD BOND MERCER TRUST COMPANY LLC · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $803K | 0.3% | |
| STRATEGIC COMPLETION NL FUND F | — | — | $664K | $708K | 0.3% | |
| BTC STR COMP NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $708K | 0.3% | |
| BTC ACWI EX US IMI M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4552994 / PN 001 | Common Collective Trust | — | — | $551K | 0.2% | |
| MERCER INTL STOCK MERCER TRUST COMPANY LLC · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $548K | 0.2% | |
| BTC US DEBT INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $452K | 0.2% | |
| BTC LIFEPATH 2025 G BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-3142583 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |