# Harpak-Ulma Packaging, LLC 401(k) Plan
Source: https://planprovider.pro/companies/harpak-ulma-packaging-llc-401k-plan

> Harpak-Ulma Packaging, LLC's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — 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|—|—|—|—|

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