# Jbm Packaging Company 401(k) Plan
Source: https://planprovider.pro/companies/jbm-packaging-company-401k-plan

> Jbm Packaging Company's 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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