Plan Snapshot
- Plan Sponsor: Paperworks Industries, INC.
- Sponsor EIN: 262919931
- Sponsor Address: 1300 VIRGINIA DRIVE, SUITE 220, FORT WASHINGTON, PA, 19034
- Plan Type: 401(k)
- Total Participants: 724
- Total Assets: $57.5M
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 | 724 | $57.5M | $1.8M | $3.7M |
| 2023 | 744 | $53.2M | $1.8M | $3.5M |
| 2022 | 692 | $43.0M | $1.7M | $3.3M |
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 |
|---|---|---|---|---|
| WITHUM SMITH AND BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH AND BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $46,427 | — | $46,427 | — | — |
| 2023 | $47,591 | — | $47,591 | — | — |
| 2022 | $42,354 | — | $42,354 | — | — |