Plan Snapshot
- Plan Sponsor: Harpak-Ulma Packaging, LLC
- Sponsor EIN: 272323413
- Sponsor Address: 85 INDEPENDENCE DRIVE, TAUNTON, MA, 02780
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $16.0M
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 | 131 | $16.0M | $567,016 | $1.6M |
| 2023 | 130 | $13.9M | $545,548 | $1.4M |
| 2022 | 124 | $11.6M | $474,774 | $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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $29,739 | — | $29,739 |
| ADP, INC. | RECORD KEEPER | $21,434 | — | $21,434 |
| G.T. REILLY & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,173
- Estimated Expense Ratio: 0.320% 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 | $51,174 | $29,740 | — | — | — |
| 2023 | $55,558 | $33,287 | — | — | — |
| 2022 | $63,402 | — | — | — | — |