# Inovar Packaging Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/inovar-packaging-group-llc-401k-plan

> Inovar Packaging Group, LLC's 401(k) plan: 743 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Inovar Packaging Group, LLC

- **Sponsor EIN:** 202168560

- **Sponsor Address:** 9001 STERLING ST. SUITE 100, IRVING, TX, 75063

- **Plan Type:** 401(k)

- **Total Participants:** 743

- **Total Assets:** $40.3M

## 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|743|$40.3M|$1.4M|$2.8M|

| 2023|358|$21.5M|$943,868|$1.7M|

| 2022|281|$11.1M|$725,173|$1.3M|

## 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|

| RPA FINANCIAL, LLC|INVESTMENT/FINANCIAL ADVI|$129,171|—|$129,171|

| ADP, INC.|RECORD KEEPER|$21,577|—|$21,577|

| LANE GORMAN TRUBITT LLC|ACCOUNTANT|$20,000|—|$20,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [LANE GORMAN TRUBITT LLC](https://planprovider.pro/provider/lane-gorman-trubitt-llc) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $170,748

- **Estimated Expense Ratio:** 0.424% 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|$170,748|$149,171|—|—|—|

| 2023|$52,214|$40,949|—|—|—|

| 2022|$52,127|—|—|—|—|

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