Plan Snapshot
- Plan Sponsor: Paulo Products Company
- Sponsor EIN: 430618815
- Sponsor Address: 5711 WEST PARK AVENUE, ST. LOUIS, MO, 631101834
- Plan Type: 401(k)
- Plan Number: 011
- Total Participants: 657
- Total Assets: $59.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 657 | $59.6M | $0 | $0 |
| 2024 | 373 | $51.7M | $1.9M | $2.3M |
| 2023 | 353 | $45.9M | $1.2M | $2.1M |
| 2022 | 333 | $36.9M | $1.3M | $1.9M |
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 | $72,565 | — | $72,565 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,565
- Estimated Expense Ratio: 0.122% 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 |
|---|---|---|---|---|---|
| 2025 | $5,002,051 | — | — | — | — |
| 2024 | $66,408 | — | — | — | — |
| 2023 | $55,605 | — | — | — | — |
| 2022 | $53,579 | — | — | — | — |