Plan Snapshot
- Plan Sponsor: D & W Fine Pack LLC
- Sponsor EIN: 264627550
- Sponsor Address: 777 MARK STREET, WOOD DALE, IL, 60191
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 1,389
- Total Assets: $61.9M
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. |
|---|---|---|---|---|
| 2025 | 1,389 | $61.9M | $0 | $0 |
| 2024 | 930 | $53.1M | $1.2M | $4.3M |
| 2023 | 984 | $48.1M | $1.3M | $4.2M |
| 2022 | 1,012 | $41.2M | $1.2M | $4.0M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $90,309 | — | $90,309 |
| KESTRA ADVISORY SERVICES | Investment Advisor | $44,969 | — | $44,969 |
| CASSELL PLAN AUDITS, INC | Other Service Provider | $9,350 | — | $9,350 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,628
- Estimated Expense Ratio: 0.234% 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 |
|---|---|---|---|---|---|
| 2025 | $5,073,399 | $44,969 | — | $9,350 | — |
| 2024 | $204,104 | $55,531 | — | — | — |
| 2023 | $197,883 | $94,250 | — | — | — |
| 2022 | $199,650 | — | — | — | — |