Plan Snapshot
- Plan Sponsor: Buckeye Corrugated, INC.
- Sponsor EIN: 340831886
- Sponsor Address: 822 KUMHO DRIVE, SUITE 400, FAIRLAWN, OH, 44333
- Plan Type: 401(k)
- Total Participants: 872
- Total Assets: $54.6M
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 | 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 | NONE | $74,599 | — | $74,599 |
| CBIZ INVESTMENT ADVISORY SERVI | NONE | $40,000 | — | $40,000 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,599
- Estimated Expense Ratio: 0.210% 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 | $114,380 | $40,000 | — | — | — |
| 2023 | $104,430 | $40,000 | — | — | — |
| 2022 | $106,169 | $40,000 | — | — | — |