Plan Snapshot
- Plan Sponsor: Calumet Carton Company
- Sponsor EIN: 362369829
- Sponsor Address: 16920 STATE STREET, SOUTH HOLLAND, IL, 60473
- Plan Type: DC
- Total Participants: 116
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 116 | $14.0M | $100,000 | $381,456 |
| 2023 | 124 | $12.6M | $100,000 | $355,097 |
| 2022 | 159 | $11.5M | $100,000 | $369,771 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | 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 | $61,648 | — | $61,648 | — | — |
| 2023 | $53,946 | — | $53,946 | — | — |
| 2022 | $58,967 | — | $58,967 | — | — |