Plan Snapshot
- Plan Sponsor: Intrapack Industries INC.
- Sponsor EIN: 752404174
- Sponsor Address: 10650 MARKISON RD, DALLAS, TX, 75238
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 155
- Total Assets: $278,223
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 155 | $278,223 | $0 | $0 |
| 2024 | 111 | $4,957 | $897,386 | $0 |
| 2023 | 107 | $136,175 | $877,491 | $22,820 |
| 2022 | 96 | $57,790 | $759,339 | $0 |
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 |
|---|---|---|---|---|
| HENRY & HOOPER, LLC | Investment Advisor | $55,685 | — | $55,685 |
| THE BENECON GROUP, LLC | Investment Advisor | $41,082 | — | $41,082 |
| INDEPENDENCE ADMINISTRATORS | Other Service Provider | $21,903 | — | $21,903 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,670
- Estimated Expense Ratio: 42.653% 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 |
|---|---|---|---|---|---|
| 2025 | $1,276,206 | — | — | — | — |
| 2024 | $1,044,401 | — | — | — | — |
| 2023 | $873,639 | — | — | — | — |
| 2022 | $747,276 | — | — | — | — |