Plan Snapshot
- Plan Sponsor: Freedom Corrugated, LLC
- Sponsor EIN: 030471147
- Sponsor Address: 595 OAK RIDGE ROAD, HAZELTON, PA, 182029362
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $7.6M
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 | 122 | $7.6M | $200,438 | $571,876 |
| 2023 | 113 | $6.5M | $194,813 | $553,306 |
| 2022 | 124 | $5.7M | $235,578 | $598,927 |
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 | 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 | $22,297 | $409 | $21,888 | — | — |
| 2023 | $21,541 | $272 | $21,269 | — | — |
| 2022 | $21,190 | $109 | $21,081 | — | — |