Plan Snapshot
- Plan Sponsor: New-Indy Containerboard LLC
- Sponsor EIN: 611685759
- Sponsor Address: 3500 PORSCHE WAY, STE 150, ONTARIO, CA, 91764
- Plan Type: 401(k)
- Total Participants: 765
- Total Assets: $135.6M
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 | 765 | $135.6M | $5.6M | $7.2M |
| 2023 | 745 | $120.4M | $5.4M | $7.1M |
| 2022 | 747 | $100.9M | $5.1M | $6.8M |
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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
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 | $190,618 | $60,000 | $130,618 | — | — |
| 2023 | $176,505 | $60,000 | $116,505 | — | — |
| 2022 | $188,938 | $60,000 | $128,938 | — | — |