Mcintosh Box & Pallet Co., INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024262$11.1M$397,176$820,290
2023294$9.4M$325,669$787,238
2022291$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
CUOMO, WINTERS & SCHMIDT, CPAS,PLLPAuditor$0

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $0

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

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