# Colonial Bag LLC 401(k) Plan
Source: https://planprovider.pro/companies/colonial-bag-corporation-plan

> Colonial Bag LLC's 401(k) plan: 284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Colonial Bag LLC

- **Sponsor EIN:** 362820702

- **Sponsor Address:** 205 EAST FULLERTON AVENUE, CAROL STREAM, IL, 60188

- **Plan Type:** 401(k)

- **Total Participants:** 284

- **Total Assets:** $10.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|284|$10.1M|$384,890|$664,853|

| 2023|229|$7.9M|$244,487|$497,132|

| 2022|124|$3.0M|$178,172|$149,140|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$30,765|—|$30,765|

| ALERA GROUP DBA ALERA INVESTMENT AD|INVESTMENT ADVISOR|$23,978|—|$23,978|

| OSTROW REISIN BERK & ABRAMS, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [OSTROW REISIN BERK & ABRAMS, LTD.](https://planprovider.pro/provider/ostrow-reisin-berk-and-abrams-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $54,743

- **Estimated Expense Ratio:** 0.541% 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|$55,058|$24,293|—|—|—|

| 2023|$25,606|$13,770|—|—|—|

| 2022|—|—|—|—|—|

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