Plan Snapshot
- Plan Sponsor: Buckeye Corrugated, INC.
- Sponsor EIN: 340831886
- Sponsor Address: 822 KUMHO DRIVE, SUITE 400, FAIRLAWN, OH, 44333
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,041
- Total Assets: $63.4M
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. |
|---|---|---|---|---|
| 2025 | 1,041 | $63.4M | $0 | $0 |
| 2024 | 872 | $54.6M | $1.6M | $4.2M |
| 2023 | 804 | $48.9M | $2.2M | $3.6M |
| 2022 | 774 | $40.5M | $2.0M | $3.5M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Other Service Provider | $84,118 | — | $84,118 |
| MERRILL LYNCH CONSULTING SERVI | Other Service Provider | $40,000 | — | $40,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,118
- Estimated Expense Ratio: 0.196% 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 |
|---|---|---|---|---|---|
| 2025 | $6,557,726 | $40,000 | — | — | — |
| 2024 | $114,380 | $40,000 | — | — | — |
| 2023 | $104,430 | $40,000 | — | — | — |
| 2022 | $106,169 | $40,000 | — | — | — |