Plan Snapshot
- Plan Sponsor: Colbert Packaging Corporation
- Sponsor EIN: 362410600
- Sponsor Address: 9949 58TH PLACE, KENOSHA, WI, 53144
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 266 | $25.0M | $957,898 | $844,061 |
| 2023 | 266 | $21.3M | $0 | $853,327 |
| 2022 | 297 | $19.3M | $515,226 | $930,020 |
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 |
|---|---|---|---|---|
| MILLER, COOPER & COMPANY, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER, COOPER & COMPANY, LTD. — 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 | $16,165 | — | $780 | — | — |
| 2023 | $38,844 | — | $740 | — | — |
| 2022 | $21,645 | — | $21,645 | — | — |