Plan Snapshot
- Plan Sponsor: Associated Packaging, INC.
- Sponsor EIN: 621018129
- Sponsor Address: 435 CALVERT DRIVE, GALLATIN, TN, 370665448
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $16.3M
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 | 195 | $16.3M | $543,119 | $1.4M |
| 2023 | 194 | $15.1M | $503,383 | $1.2M |
| 2022 | 179 | $12.8M | $466,248 | $1.1M |
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 |
|---|---|---|---|---|
| BLANKENSHIP CPA GROUP,PLLC | Auditor | — | — | $0 |
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 | $97,885 | — | $97,885 | — | — |
| 2023 | $80,958 | — | $80,958 | — | — |
| 2022 | $77,712 | — | $77,712 | — | — |