# Packaging Specialties, INC. 401(k) Plan
Source: https://planprovider.pro/companies/packaging-specialties-inc-401k-plan-003

> Packaging Specialties, INC.'s 401(k) plan: 366 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Packaging Specialties, INC.

- **Sponsor EIN:** 710457846

- **Sponsor Address:** PO BOX 360, FAYETTEVILLE, AR, 727020360

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

- **Total Participants:** 366

- **Total Assets:** $31.3M

## 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|366|$31.3M|$1.2M|$1.6M|

| 2023|322|$27.9M|$1.1M|$1.5M|

| 2022|339|$23.2M|$1.1M|$1.5M|

## 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|

| EQUITABLE LIFE INSURANCE CO.|RECORDKEEPER|$149,103|$70,142|$219,245|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EQUITABLE LIFE INSURANCE CO.](https://planprovider.pro/provider/equitable) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $219,245

- **Estimated Expense Ratio:** 0.700% 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|$148,933|—|$148,933|—|—|

| 2023|$146,642|—|$146,642|—|—|

| 2022|$131,643|—|—|—|—|

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