Plan Snapshot
- Plan Sponsor: Peachtree Packaging, INC.
- Sponsor EIN: 742033278
- Sponsor Address: 770 MARATHON PARKWAY, LAWRENCEVILLE, GA, 30046
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $15.1M
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 | 191 | $15.1M | $331,801 | $504,567 |
| 2023 | 171 | $13.4M | $406,624 | $510,194 |
| 2022 | 173 | $12.2M | $408,201 | $518,285 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD PC | Auditor | — | — | $0 |
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 | $94,701 | $49,068 | $45,633 | — | — |
| 2023 | $87,250 | $46,763 | $40,487 | — | — |
| 2022 | $82,507 | $44,873 | $37,634 | — | — |