Plan Snapshot
- Plan Sponsor: Complete Paper, INC. Dba Biorigin Specialty Products
- Sponsor EIN: 920628354
- Sponsor Address: 44 MILTON AVENUE, SUITE 307, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $24.5M
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 | 244 | $24.5M | $562,254 | $1.1M |
| 2023 | 237 | $25.4M | $539,288 | $993,841 |
| 2022 | 232 | $25.8M | $917,728 | $1.4M |
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 |
|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS, INC. | CONTRACT ADMINISTRATOR | $25,203 | — | $25,203 |
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $23,569 | — | $23,569 |
| EMBREE FINANCIAL GROUP | INVESTMENT ADVISORY | $18,216 | — | $18,216 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $9,184 | — | $9,184 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RETIREMENT PLAN CONSULTANTS, INC. — CONTRACT ADMINISTRATOR
- THE VANGUARD GROUP, INC. — RECORDKEEPER
- EMBREE FINANCIAL GROUP — INVESTMENT ADVISORY
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,172
- Estimated Expense Ratio: 0.311% 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 | $76,172 | $18,216 | $34,387 | — | — |
| 2023 | $190,430 | — | $190,430 | — | — |
| 2022 | $134,643 | — | $134,643 | — | — |