Plan Snapshot
- Plan Sponsor: Legacy Flexo Corp.
- Sponsor EIN: 273478922
- Sponsor Address: 1327 GLORY ROAD, GREEN BAY, WI, 54304
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 146
- Total Assets: $4.7M
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. |
|---|---|---|---|---|
| 2025 | 146 | $4.7M | $0 | $0 |
| 2024 | 136 | $3.9M | $224,924 | $599,540 |
| 2023 | 117 | $2.9M | $171,987 | $457,609 |
| 2022 | 104 | $2.0M | $149,242 | $400,178 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | Investment Advisor | $25,261 | — | $25,261 |
| WIPFLI LLP | Recordkeeper | $15,600 | — | $15,600 |
| WIPFLI ADVISORY LLC | Recordkeeper | $6,270 | — | $6,270 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,131
- Estimated Expense Ratio: 1.006% 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 |
|---|---|---|---|---|---|
| 2025 | $838,755 | $25,261 | — | — | — |
| 2024 | $390,418 | — | — | — | — |
| 2023 | $149,776 | — | — | — | — |
| 2022 | $580 | — | — | — | — |