Plan Snapshot
- Plan Sponsor: Kelly Box And Packaging Corp.
- Sponsor EIN: 350946124
- Sponsor Address: 2801 COVINGTON ROAD, FORT WAYNE, IN, 46802
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $8.4M
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 | 133 | $8.4M | $266,489 | $313,322 |
| 2023 | 136 | $7.7M | $260,967 | $312,273 |
| 2022 | 134 | $7.4M | $300,788 | $328,888 |
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 |
|---|---|---|---|---|
| BADEN GAGE & SCHROEDER, LLC | Auditor | $10,400 | — | $10,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BADEN GAGE & SCHROEDER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,400
- Estimated Expense Ratio: 0.123% 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 | $70,454 | $36,038 | — | $10,400 | — |
| 2023 | $63,320 | $35,640 | — | $9,100 | — |
| 2022 | $57,443 | — | — | — | $57,443 |