Plan Snapshot
- Plan Sponsor: George Packing Co INC
- Sponsor EIN: 931179859
- Sponsor Address: 15195 NE RIBBON RIDGE RD, NEWBERG, OR, 971326715
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $5.9M
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 | 171 | $5.9M | $550,351 | $374,856 |
| 2023 | 145 | $4.6M | $496,483 | $376,555 |
| 2022 | 107 | $3.5M | $369,881 | $369,292 |
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 |
|---|---|---|---|---|
| ALDRICH SERVICES LLP | ADVISOR | $16,188 | — | $16,188 |
| PAYCHEX, INC. | RECORDKEEPER | $13,211 | — | $13,211 |
| MEIHAUS CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH SERVICES LLP — ADVISOR
- MEIHAUS CPA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,399
- Estimated Expense Ratio: 0.497% 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 |
|---|---|---|---|---|---|
| 2024 | $29,899 | $16,188 | $12,994 | — | — |
| 2023 | $6,201 | — | $6,201 | — | — |
| 2022 | $285 | — | $285 | — | — |