Plan Snapshot
- Plan Sponsor: American Packaging Corporation
- Sponsor EIN: 232209850
- Sponsor Address: 100 APC WAY, COLUMBUS, WI, 53925
- Plan Type: 401(k)
- Total Participants: 1,322
- Total Assets: $169.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,322 | $169.6M | $5.9M | $8.1M |
| 2023 | 1,227 | $154.6M | $5.3M | $7.4M |
| 2022 | 1,202 | $133.7M | $4.8M | $6.7M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | $13,020 | — | $13,020 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,020
- Estimated Expense Ratio: 0.008% 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 | $161,713 | $56,015 | $900 | $13,020 | — |
| 2023 | $151,245 | $48,158 | $300 | $13,650 | — |
| 2022 | $156,326 | — | $156,326 | — | — |