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: 232
- Total Assets: $33.5M
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 | 232 | $33.5M | $745,748 | $1.7M |
| 2023 | 224 | $29.5M | $706,115 | $1.5M |
| 2022 | 219 | $27.7M | $701,404 | $1.6M |
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 | $25,846 | — | $25,846 |
| EMBREE FINANCIAL GROUP | INVESTMENT ADVISORY | $23,142 | — | $23,142 |
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $21,606 | — | $21,606 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $10,103 | — | $10,103 |
| 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
- EMBREE FINANCIAL GROUP — INVESTMENT ADVISORY
- THE VANGUARD GROUP, INC. — RECORDKEEPER
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,697
- Estimated Expense Ratio: 0.241% 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 | $80,697 | $23,142 | $35,949 | — | — |
| 2023 | $107,215 | — | $107,215 | — | — |
| 2022 | $118,350 | — | $118,350 | — | — |