# Kelly Box And Packaging Corp. 401(k) Plan
Source: https://planprovider.pro/companies/kelly-box-and-packaging-corp-401k-plan

> Kelly Box And Packaging Corp.'s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/baden-gage-and-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|

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