# Kendall Packaging Corporation 401(k) Plan
Source: https://planprovider.pro/companies/kendall-packaging-corporation-401k-plan

> Kendall Packaging Corporation's 401(k) plan: 166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kendall Packaging Corporation

- **Sponsor EIN:** 391542665

- **Sponsor Address:** 10335 NORTH PORT WASHINGTON ROAD, MEQUON, WI, 53092

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

- **Total Participants:** 166

- **Total Assets:** $21.3M

## 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|166|$21.3M|$289,176|$921,777|

| 2023|168|$18.7M|$71,854|$839,049|

| 2022|177|$16.7M|$9,083|$858,148|

## 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|

| SPECTRUM INVESTMENT ADVISORS INC|ADVISOR|$44,574|—|$44,574|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$22,052|—|$22,052|

| KERBER, ECK & BRAECKEL|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KERBER, ECK & BRAECKEL](https://planprovider.pro/provider/kerber-eck-and-braeckel-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,626

- **Estimated Expense Ratio:** 0.313% 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|$66,626|$44,574|—|—|—|

| 2023|$61,015|$44,019|—|—|—|

| 2022|$62,229|—|—|—|—|

## Similar Plans

- [Schumann Printers, INC.](https://planprovider.pro/companies/schumann-printers-inc-401k-plan) — 167 participants

- [Empire Screen Printing, INC.](https://planprovider.pro/companies/empire-screen-printing-inc-401k-plan) — 163 participants

- [Kdv Label, LLC](https://planprovider.pro/companies/kdv-labels-llc-401k-plan) — 155 participants

- [Oec Graphics, INC.](https://planprovider.pro/companies/oec-graphics-inc-401k-plan) — 190 participants

- [Worzalla, INC.](https://planprovider.pro/companies/worzalla-inc-plan-003) — 194 participants

- [Castle-Pierce Corporation](https://planprovider.pro/companies/castle-pierce-corporation-401k-plan) — 134 participants

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

© 2026 PlanProvider.Pro