Plan Snapshot
- Plan Sponsor: Create A Pack Foods, INC.
- Sponsor EIN: 391888816
- Sponsor Address: W1344 INDUSTRIAL DRIVE, IXONIA, WI, 53036
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $8.0M
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 | 243 | $8.0M | $372,257 | $602,054 |
| 2023 | 242 | $6.8M | $313,191 | $545,103 |
| 2022 | 200 | $5.5M | $297,753 | $521,880 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $28,844 | $20,311 | $8,533 | — | — |
| 2023 | $23,442 | — | $5,546 | — | — |
| 2022 | $19,434 | $15,964 | $3,470 | — | — |