Plan Snapshot
- Plan Sponsor: Advance Paper Box Company
- Sponsor EIN: 950478684
- Sponsor Address: 6100 S. GRAMERCY PLACE, LOS ANGELES, CA, 90047
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 93 | $1.8M | $240,023 | $84,279 |
| 2023 | 92 | $1.5M | $245,892 | $75,023 |
| 2022 | 117 | $1.0M | $315,611 | $74,470 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $9,164 | — | — | — | — |
| 2023 | $4,868 | — | $4,868 | — | — |
| 2022 | $4,314 | — | $4,314 | — | — |