Plan Snapshot
- Plan Sponsor: Phoenix Paper Wickliffe
- Sponsor EIN: 832302628
- Sponsor Address: 1724 FORT JEFFERSON ROAD, WICKLIFFE, KY, 42087
- Plan Type: 401(k)
- Total Participants: 317
- Total Assets: $11.2M
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 | 317 | $11.2M | $1.1M | $1.7M |
| 2023 | 299 | $8.6M | $1.0M | $1.5M |
| 2022 | 350 | $6.2M | $767,240 | $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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — 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 | $27,382 | — | $27,382 | — | — |
| 2023 | $28,480 | — | $28,480 | — | — |
| 2022 | $24,225 | — | $24,225 | — | — |