Plan Snapshot
- Plan Sponsor: Com-Pac International
- Sponsor EIN: 371254496
- Sponsor Address: 800 INDUSTRIAL PARK RD., CARBONDALE, IL, 62901
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $2.2M
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 | 178 | $2.2M | $21,911 | $169,196 |
| 2023 | 181 | $2.0M | $18,539 | $158,475 |
| 2022 | 192 | $1.7M | $17,620 | $156,207 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $29,135 | — | $29,135 |
| EDWARD JONES | INVESTMENT/FINANCIAL ADVI | $8,125 | — | $8,125 |
| KEMPER CPA GROUP LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- KEMPER CPA GROUP LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,260
- Estimated Expense Ratio: 1.667% 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 | $37,261 | $34,649 | — | — | — |
| 2023 | $39,491 | $6,962 | — | — | — |
| 2022 | $43,248 | — | — | — | — |