Plan Snapshot
- Plan Sponsor: Korber Tissue, INC.
- Sponsor EIN: 391293717
- Sponsor Address: 3060 S. RIDGE ROAD, GREEN BAY, WI, 54304
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 90
- Total Assets: $33.4M
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. |
|---|---|---|---|---|
| 2023 | 90 | $33.4M | $655,861 | $1.1M |
| 2022 | 102 | $26.7M | $619,858 | $1.0M |
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 |
|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | Other Service Provider | — | $51,682 | $51,682 |
| CETERA INVESTMENT ADVISERS, LLC | Other Service Provider | — | $22,734 | $22,734 |
| MORNINGSTAR INVESTMENT MANAGEMENT | Other Service Provider | $11,972 | — | $11,972 |
| LATITUDE SERVICE COMPANY,INC. | Recordkeeper | — | $11,173 | $11,173 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,561
- Estimated Expense Ratio: 0.292% 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 |
|---|---|---|---|---|---|
| 2023 | $26,893 | — | $26,893 | — | — |
| 2022 | $23,266 | — | $23,266 | — | — |