Plan Snapshot
- Plan Sponsor: Accord Carton LLC
- Sponsor EIN: 362219334
- Sponsor Address: 6155 W 115TH ST, ALSIP, IL, 60803
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 177 | $13.1M | $284,685 | $800,224 |
| 2023 | 180 | $11.3M | $298,691 | $694,805 |
| 2022 | 180 | $9.4M | $279,304 | $651,912 |
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 |
|---|---|---|---|---|
| CORRELL CO. INVESTMENT SERVICES | INVESTMENT SERVICES | $14,544 | — | $14,544 |
| CASSELL PLAN AUDITS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,544
- Estimated Expense Ratio: 0.111% 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 | $5,118 | $5,118 | — | — | — |
| 2023 | $17,112 | $12,460 | — | — | — |
| 2022 | $13,646 | $12,634 | — | — | $1,012 |