Plan Snapshot
- Plan Sponsor: Korber Tissue, INC.
- Sponsor EIN: 391293717
- Sponsor Address: 3060 S. RIDGE ROAD, GREEN BAY, WI, 54304
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $552,772 | $974,288 |
| 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 | SERVICE PROVIDER | — | $103,364 | $103,364 |
| CETERA INVESTMENT ADVISERS, LLC | SERVICE PROVIDER | — | $45,468 | $45,468 |
| MORNINGSTAR INVESTMENT MANAGEMENT | SERVICE PROVIDER | $23,944 | — | $23,944 |
| LATITUDE SERVICE COMPANY,INC. | TPA | — | $22,346 | $22,346 |
| BENE TRAK, INC. | TPA | — | $6,678 | $6,678 |
| HAWKINS ASH CPAS.LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS.LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $201,800
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 | $35,239 | $28,389 | $6,600 | — | — |
| 2023 | $26,893 | — | $26,893 | — | — |
| 2022 | $23,266 | — | $23,266 | — | — |