Plan Snapshot
- Plan Sponsor: Poly-Tainer INC.
- Sponsor EIN: 952687185
- Sponsor Address: 450 WEST LOS ANGELES AVENUE, SIMI VALLEY, CA, 930651646
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $8.2M
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 | 218 | $8.2M | $54,004 | $570,447 |
| 2023 | 215 | $7.3M | $102,009 | $499,931 |
| 2022 | 217 | $6.1M | $48,001 | $503,811 |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — 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 | $45,488 | — | $45,488 | — | — |
| 2023 | $51,791 | — | $51,791 | — | — |
| 2022 | $47,913 | — | $47,913 | — | — |