Plan Snapshot
- Plan Sponsor: Mac Papers, LLC
- Sponsor EIN: 591059698
- Sponsor Address: 3300 PHILLIPS HIGHWAY, JACKSONVILLE, FL, 32247
- Plan Type: 401(k)
- Total Participants: 682
- Total Assets: $71.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 682 | $71.8M | $901,521 | $4.2M |
| 2023 | 731 | $68.6M | $965,285 | $4.5M |
| 2022 | 814 | $59.4M | $935,800 | $4.3M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $16,275 | — | $16,275 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,275
- Estimated Expense Ratio: 0.023% 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 | $385,823 | $79,309 | $290,239 | $16,275 | — |
| 2023 | $448,719 | $146,041 | $270,128 | $32,550 | — |
| 2022 | $331,438 | $20,912 | $275,150 | — | $35,376 |