Plan Snapshot
- Plan Sponsor: Lmi Packaging Solutions, INC.
- Sponsor EIN: 362717880
- Sponsor Address: 8911 102ND ST, PLEASANT PRAIRIE, WI, 53158
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $3.4M
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. |
|---|---|---|---|---|
| 2024 | 105 | $3.4M | $90,428 | $316,326 |
| 2023 | 131 | $3.0M | $127,997 | $312,786 |
| 2022 | 144 | $2.9M | $123,913 | $302,335 |
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 |
|---|---|---|---|---|
| JOHNSON BANK | NONE | $20,117 | — | $20,117 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,117
- Estimated Expense Ratio: 0.588% 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 | $20,117 | — | — | — | — |
| 2023 | $19,103 | — | — | — | — |
| 2022 | $36,240 | — | — | — | — |