Plan Snapshot
- Plan Sponsor: Confer Plastics, INC.
- Sponsor EIN: 161007810
- Sponsor Address: 97 WITMER ROAD, NORTH TONAWANDA, NY, 14120
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $5.3M
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 | 135 | $5.3M | $46,377 | $348,220 |
| 2023 | 142 | $5.0M | $44,005 | $340,172 |
| 2022 | 145 | $4.8M | $48,436 | $377,233 |
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 |
|---|---|---|---|---|
| FREED MAXICK, P.C. | Auditor | — | — | $0 |
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 | $5,811 | — | — | — | — |
| 2023 | $6,101 | $5,387 | — | — | — |
| 2022 | $5,741 | — | $5,741 | — | — |