Plan Snapshot
- Plan Sponsor: Accent Packaging, INC.
- Sponsor EIN: 760200715
- Sponsor Address: 10131 FM 2920, TOMBALL, TX, 77375
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 252 | $19.5M | $495,813 | $1.2M |
| 2023 | 231 | $15.5M | $495,573 | $1.1M |
| 2022 | 159 | $7.8M | $385,005 | $883,495 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Other Service Provider | $81,745 | — | $81,745 |
| ALLIANCE BENEFIT GROUP OF HOUSTON | Other Service Provider | — | $6,165 | $6,165 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,910
- Estimated Expense Ratio: 0.451% 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 | $85,558 | $82,188 | $3,370 | — | — |
| 2023 | $62,429 | — | — | — | — |
| 2022 | $39,163 | — | $39,163 | — | — |