Plan Snapshot
- Plan Sponsor: Mohawk Fine Papers INC.
- Sponsor EIN: 146075575
- Sponsor Address: 465 SARATOGA STREET, COHOES, NY, 12047
- Plan Type: DB
- Plan Number: 003
- Total Participants: 26
- Total Assets: $23.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 26 | $23.0M | $0 | $0 |
| 2022 | 32 | $23.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| JPMORGAN INVESTMENT MANAGEMENT INC. | Investment Advisor | $112,466 | — | $112,466 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $45,023 | — | $45,023 |
| BELLWETHER CONSULTING LLC | Other Service Provider | $10,350 | — | $10,350 |
| BONADIO & CO., LLP | Auditor | $9,250 | — | $9,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN INVESTMENT MANAGEMENT INC. — Investment Advisor
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,089
- Estimated Expense Ratio: 0.772% 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 |
|---|---|---|---|---|---|
| 2023 | $359,418 | $120,412 | — | $9,250 | — |
| 2022 | $329,048 | $189,293 | — | — | $31,875 |