# Legacy Flexo Corp. 401(k) Plan
Source: https://planprovider.pro/companies/legacy-flexo-corp-273478922-001

> Legacy Flexo Corp.'s 401(k) plan: 146 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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