Plan Snapshot
- Plan Sponsor: New-Indy Containerboard, LLC
- Sponsor EIN: 611685759
- Sponsor Address: 3500 PORSHE WAY, STE 150, ONTARIO, CA, 91764
- Plan Type: 401(k)
- Total Participants: 1,024
- Total Assets: $56.2M
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 | 1,024 | $56.2M | $2.5M | $4.2M |
| 2023 | 1,115 | $49.3M | $2.4M | $4.1M |
| 2022 | 1,163 | $41.2M | $2.4M | $4.0M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVS | RETAINED BY PLAN SPONSOR | $158,155 | — | $158,155 |
| SAGEVIEW ADVISORS | RETAINED BY PLAN SPONSOR | $45,000 | — | $45,000 |
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SRVS — RETAINED BY PLAN SPONSOR
- 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: $203,155
- Estimated Expense Ratio: 0.361% 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 | $203,155 | $45,000 | $158,155 | — | — |
| 2023 | $182,167 | $45,000 | $137,167 | — | — |
| 2022 | $179,932 | $45,000 | $134,932 | — | — |