Plan Snapshot
- Plan Sponsor: Custom-Pak, INC.
- Sponsor EIN: 421022942
- Sponsor Address: 86 16TH AVENUE NORTH, CLINTON, IA, 52732
- Plan Type: 401(k)
- Total Participants: 708
- Total Assets: $46.5M
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 | 708 | $46.5M | $631,506 | $1.3M |
| 2023 | 721 | $41.6M | $575,409 | $1.2M |
| 2022 | 715 | $35.4M | $552,716 | $1.2M |
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 |
|---|---|---|---|---|
| WINKEL, PARKER & FOSTER | 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 | $15,808 | — | — | — | — |
| 2023 | $14,164 | — | — | — | — |
| 2022 | $31,182 | — | — | — | — |