Plan Snapshot
- Plan Sponsor: Mcintosh Box & Pallet Co., INC.
- Sponsor EIN: 160876891
- Sponsor Address: 5846 HERITAGE LANDING DRIVE, E SYRACUSE, NY, 13057
- Plan Type: 401(k)
- Total Participants: 262
- Total Assets: $11.1M
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 | 262 | $11.1M | $397,176 | $820,290 |
| 2023 | 294 | $9.4M | $325,669 | $787,238 |
| 2022 | 291 | $7.5M | $410,384 | $863,202 |
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 |
|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | RECORDKEEPER | $58,459 | — | $58,459 |
| EVEREST CONSULTING LLC | ADVISOR | $21,479 | — | $21,479 |
| GOOD LIFE ADVISORS | ADVISOR | $10,908 | — | $10,908 |
| CUOMO, WINTERS & SCHMIDT, CPAS,PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERUS FINANCIAL, N.A. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,846
- Estimated Expense Ratio: 0.815% 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 | $87,349 | $74,381 | — | — | — |
| 2023 | $58,069 | $49,332 | — | — | — |
| 2022 | $57,539 | $45,781 | — | — | — |