Plan Snapshot
- Plan Sponsor: Kaufman Container Company
- Sponsor EIN: 340324830
- Sponsor Address: 1000 KEYSTONE PKWY, SUITE 100, CLEVELAND, OH, 441355119
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $21.1M
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 | 86 | $21.1M | $284,477 | $541,117 |
| 2023 | 91 | $22.7M | $279,505 | $564,207 |
| 2022 | 105 | $20.9M | $253,504 | $579,943 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $38,161 | — | $38,161 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | — | $27,960 | $27,960 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,121
- Estimated Expense Ratio: 0.314% 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 | $38,161 | — | $38,161 | — | — |
| 2023 | $36,899 | — | $36,899 | — | — |
| 2022 | $31,554 | — | $31,554 | — | — |