# K-1 Packaging Group 401(k) Plan
Source: https://planprovider.pro/companies/k-1-packaging-group-401k-plan

> K-1 Packaging Group's 401(k) plan: 214 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** K-1 Packaging Group

- **Sponsor EIN:** 954527735

- **Sponsor Address:** 17989 ARENTH AVE, CITY OF INDUSTRY, CA, 91748

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

- **Total Participants:** 214

- **Total Assets:** $22.8M

## 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|214|$22.8M|$401,540|$943,264|

| 2023|193|$19.8M|$360,159|$846,205|

| 2022|196|$17.0M|$413,072|$983,214|

## 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|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$38,820|—|$38,820|

| ACCELERATE INVESTMENT ADVISORS LLC|INVESTMENT/FINANCIAL ADVI|$15,619|—|$15,619|

| ADP, INC.|RECORD KEEPER|$9,327|—|$9,327|

| DAVID L BUCK CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [ACCELERATE INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT/FINANCIAL ADVI

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

- [DAVID L BUCK CPA](https://planprovider.pro/provider/david-l-buck-cpa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,766

- **Estimated Expense Ratio:** 0.280% 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|$63,766|$54,439|—|—|—|

| 2023|$54,950|$47,784|—|—|—|

| 2022|$43,249|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/k-1-packaging-group-401k-plan)

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