Original filing (PDF)20260710094146NAL0001190737001

TALL Tree Foods, Inc.

Name: TALL Tree Foods, Inc. — TALL Tree Foods, Inc. 401(k), Form 5500 (2025)
Creator: TALL Tree Foods, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

TALL Tree Foods, Inc. 401(k) Savings Plan

401(k) retirement plan · TALL Tree Foods, Inc.'s TALL Tree Foods, Inc. 401(k) Savings Plan filed a Form 5500 for plan year 2025, with Principal as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TALL TREE FOODS, INC..

Plan sponsor

Name

TALL TREE FOODS, INC.

EIN

37-1729884all filings

Address

2985 INDEPENDENCE AVE · GLENVIEW, IL · 60026

Phone

(847) 707-0562

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-09-30

Filed

2026-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROTHSCHILD INVESTMENT LL	36-2708660	—	INVESTMENT ADVISORY	$7K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.