Plan Snapshot
- Plan Sponsor: Pkg Contracting INC.
- Sponsor EIN: 450439830
- Sponsor Address: 4301 SOUTH UNIVERSITY DRIVE, FARGO, ND, 581046412
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $7.3M
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 | 149 | $7.3M | $243,760 | $682,960 |
| 2023 | 100 | $6.4M | $226,906 | $514,266 |
| 2022 | 78 | $4.9M | $165,913 | $418,477 |
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 |
|---|---|---|---|---|
| BELL BANK | RECORDKEEPER | $32,246 | — | $32,246 |
| MICHAEL L ANDERSON & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MICHAEL L ANDERSON & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,246
- Estimated Expense Ratio: 0.439% 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 | $32,246 | — | $29,381 | — | — |
| 2023 | $33,846 | — | $24,285 | — | — |
| 2022 | $38,669 | — | $38,669 | — | — |