# Oliver Packaging, LLC 401(k) Plan
Source: https://planprovider.pro/companies/oliver-packaging-llc-401k-plan

> Oliver Packaging, LLC's 401(k) plan: 436 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oliver Packaging, LLC

- **Sponsor EIN:** 371864363

- **Sponsor Address:** 10 GILPIN AVE., HAUPPAUGE, NY, 11788

- **Plan Type:** 401(k)

- **Total Participants:** 436

- **Total Assets:** $53.3M

## 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|436|$53.3M|$1.0M|$2.2M|

| 2023|522|$48.0M|$949,317|$2.2M|

| 2022|448|$35.5M|$944,856|$2.2M|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|SERVICE PROVIDER|$2,207|$82,557|$84,764|

| DEFINITI LLC|SERVICE PROVIDER|$14,980|—|$14,980|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $99,744

- **Estimated Expense Ratio:** 0.187% 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|$178,162|—|—|—|—|

| 2023|$116,642|—|—|—|—|

| 2022|$107,700|—|—|—|$107,700|

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