Plan Snapshot
- Plan Sponsor: Carton Service Csi, LLC
- Sponsor EIN: 813781387
- Sponsor Address: FIRST QUALITY DRIVE, SHELBY, OH, 44875
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $13.7M
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 | 103 | $13.7M | $101,007 | $517,415 |
| 2023 | 107 | $14.6M | $116,315 | $521,610 |
| 2022 | 111 | $13.0M | $122,725 | $543,417 |
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 |
|---|---|---|---|---|
| REA & ASSOCIATES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES, INC. — Auditor
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 | $7,305 | $4,055 | $2,800 | — | — |
| 2023 | $5,961 | $4,161 | $1,450 | — | — |
| 2022 | $2,817 | — | — | — | — |