Plan Snapshot
- Plan Sponsor: Jbm Packaging Company
- Sponsor EIN: 311277407
- Sponsor Address: 2850 HENKLE DRIVE, LEBANON, OH, 45036
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $7.8M
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 | 128 | $7.8M | $282,110 | $644,861 |
| 2023 | 134 | $6.7M | $275,009 | $603,764 |
| 2022 | 133 | $5.7M | $240,491 | $518,822 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $65,019 | $61,923 | — | — | — |
| 2023 | $55,803 | — | — | — | — |
| 2022 | $56,490 | — | — | — | $56,490 |