Plan Snapshot
- Plan Sponsor: Morris Packaging Minnesota, LLC
- Sponsor EIN: 815103660
- Sponsor Address: 17100 MEDINA RD #800, PLYMOUTH, MN, 55447
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $2.6M
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 | 121 | $2.6M | $160,915 | $320,695 |
| 2023 | 114 | $2.1M | $144,860 | $285,425 |
| 2022 | 104 | $2.2M | $141,467 | $265,945 |
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 |
|---|---|---|---|---|
| DHJJ, LTD | Auditor | — | — | $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 | $23,207 | — | $23,207 | — | — |
| 2023 | $21,444 | — | $21,444 | — | — |
| 2022 | $22,495 | — | $22,495 | — | — |