Plan Snapshot
- Plan Sponsor: Associated Sales & Bag Company
- Sponsor EIN: 390742989
- Sponsor Address: PO BOX 070120, MILWAUKEE, WI, 53207
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $23.7M
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 | 152 | $23.7M | $245,439 | $647,442 |
| 2023 | 154 | $22.2M | $217,941 | $595,001 |
| 2022 | 147 | $20.4M | $228,554 | $631,823 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | $10,200 | — | $10,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,200
- Estimated Expense Ratio: 0.043% 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 | $47,542 | $15,560 | — | $10,200 | — |
| 2023 | $47,262 | $14,597 | — | $9,603 | — |
| 2022 | $50,515 | — | — | — | — |