Plan Snapshot
- Plan Sponsor: Inno Pak, LLC
- Sponsor EIN: 770696752
- Sponsor Address: 100 FOUNDERS COURT, DELAWARE, OH, 43015
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $14.1M
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 | 229 | $14.1M | $503,858 | $877,500 |
| 2023 | 168 | $12.5M | $465,763 | $798,483 |
| 2022 | 168 | $9.6M | $376,178 | $708,831 |
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 |
|---|---|---|---|---|
| CETERA ADVISOR NETWORKS | Investment Advisor | $32,141 | — | $32,141 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $16,069 | — | $16,069 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,210
- Estimated Expense Ratio: 0.342% 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 | $46,519 | $43,574 | — | — | — |
| 2023 | $28,011 | $22,455 | — | — | — |
| 2022 | — | — | — | — | — |