Plan Snapshot
- Plan Sponsor: Easypak Holdings, LLC
- Sponsor EIN: 823210648
- Sponsor Address: 1570 FRUITVILLE PIKE, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Total Participants: 431
- Total Assets: $15.3M
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 | 431 | $15.3M | $681,337 | $1.1M |
| 2023 | 450 | $13.1M | $709,481 | $1.1M |
| 2022 | 470 | $10.6M | $641,813 | $1.0M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | 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 | $96,651 | $38,232 | — | — | — |
| 2023 | $87,324 | $30,143 | — | — | — |
| 2022 | $88,038 | $2,177 | — | — | — |