Plan Snapshot
- Plan Sponsor: Klockner Pentaplast Of America, INC
- Sponsor EIN: 541061368
- Sponsor Address: 3585 KLOECKNER RD, GORDONSVILLE, VA, 22942
- Plan Type: 401(k)
- Total Participants: 851
- Total Assets: $125.4M
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 | 851 | $125.4M | $1.9M | $5.9M |
| 2023 | 954 | $118.6M | $1.7M | $5.4M |
| 2022 | 881 | $103.7M | $2.7M | $4.6M |
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 |
|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $119,848 | — | $119,848 |
| RAYMOND JAMES FINANCIAL SERVICES | NONE | $105,593 | — | $105,593 |
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — NONE
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $225,441
- Estimated Expense Ratio: 0.180% 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 | $225,443 | $105,594 | $52,013 | — | — |
| 2023 | $233,703 | $107,252 | $53,656 | — | — |
| 2022 | $231,656 | $112,591 | $119,065 | — | — |