Plan Snapshot
- Plan Sponsor: Index Packaging, INC.
- Sponsor EIN: 160906895
- Sponsor Address: 1055 WHITE MOUNTAIN HIGHWAY, MILTON, NH, 03851
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 142
- Total Assets: $10.4M
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 | 142 | $10.4M | $265,646 | $449,308 |
| 2023 | 146 | $8.5M | $372,303 | $496,720 |
| 2022 | 137 | $7.2M | $271,165 | $473,942 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $14,778 | — | $14,778 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,778
- Estimated Expense Ratio: 0.142% 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 | $14,778 | — | $14,778 | — | — |
| 2023 | $16,707 | — | $16,707 | — | — |
| 2022 | $15,827 | — | $15,827 | — | — |