Plan Snapshot
- Plan Sponsor: Paper Machinery Corporation
- Sponsor EIN: 390839714
- Sponsor Address: 8900 WEST BRADLEY RD, MILWAUKEE, WI, 53224
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $52.3M
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 | 150 | $52.3M | $635,006 | $1.4M |
| 2023 | 192 | $61.6M | $744,825 | $1.7M |
| 2022 | 226 | $61.6M | $887,617 | $1.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $70,035 | — | $70,035 |
| CREATIVE PLANNING, LLC | Investment Advisor | $58,523 | $7 | $58,530 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,565
- Estimated Expense Ratio: 0.246% 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 | $128,558 | $58,523 | $70,035 | — | — |
| 2023 | $113,189 | $46,941 | $66,248 | — | — |
| 2022 | $100,581 | — | $100,581 | — | — |