Plan Snapshot
- Plan Sponsor: Packaging Coordinators INC.
- Sponsor EIN: 455161460
- Sponsor Address: 3001 RED LION ROAD, PHILADELPHIA, PA, 19114
- Plan Type: 401(k)
- Total Participants: 4,091
- Total Assets: $188.1M
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 | 4,091 | $188.1M | $9.4M | $19.4M |
| 2023 | 3,512 | $150.7M | $7.6M | $15.8M |
| 2022 | 2,336 | $95.1M | $4.9M | $10.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $311,960 | — | $311,960 |
| GRANT THORNTON | ACCOUNTANT/AUDITOR | $33,075 | — | $33,075 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $30,621 | — | $30,621 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GRANT THORNTON — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $375,656
- Estimated Expense Ratio: 0.200% 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 | $375,656 | $30,621 | — | $33,075 | — |
| 2023 | $276,295 | $19,564 | — | — | — |
| 2022 | $208,361 | $10,750 | — | — | — |