Plan Snapshot
- Plan Sponsor: Corrugated Supplies Company, LLC
- Sponsor EIN: 364300300
- Sponsor Address: 5043 W. 67TH STREET, BEDFORD PARK, IL, 60638
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $39.7M
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 | 202 | $39.7M | $1.2M | $1.7M |
| 2023 | 195 | $34.6M | $1.1M | $1.6M |
| 2022 | 201 | $33.3M | $1.2M | $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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $86,766 | $23 | $86,789 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR / CONTRACT ADMINSTRATOR | $23,743 | — | $23,743 |
| THE BENEFITS CONSULTING GROUP INC | OTHER SERVICES | — | $12,822 | $12,822 |
| DIGIOVINE HNILO JORDON AND JOHNSON | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,354
- Estimated Expense Ratio: 0.310% 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 | $119,655 | $34,698 | $23,743 | — | — |
| 2023 | $113,202 | $32,733 | $21,686 | — | — |
| 2022 | $108,137 | $31,235 | $20,365 | — | $46,853 |