Plan Snapshot
- Plan Sponsor: M&Q Packaging LLC
- Sponsor EIN: 232108333
- Sponsor Address: 542 N. LEWIS RD., SUITE 206, LIMERICK, PA, 19468
- Plan Type: 401(k)
- Total Participants: 545
- Total Assets: $41.2M
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 | 545 | $41.2M | $897,406 | $2.1M |
| 2023 | 520 | $36.9M | $848,077 | $2.0M |
| 2022 | 560 | $30.7M | $811,120 | $1.9M |
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 |
|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC | ADVISOR | $62,291 | — | $62,291 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $54,333 | — | $54,333 |
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,624
- Estimated Expense Ratio: 0.283% 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 | $116,624 | $62,291 | — | — | — |
| 2023 | $100,946 | $54,190 | — | — | — |
| 2022 | $107,115 | — | — | — | — |