# Port Townsend Paper Corporation 401(k) Plan
Source: https://planprovider.pro/companies/port-townsend-paper-corporation-401k-plan

> Port Townsend Paper Corporation's 401(k) plan: 306 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Port Townsend Paper Corporation

- **Sponsor EIN:** 911226624

- **Sponsor Address:** P.O. BOX 3170, PORT TOWNSEND, WA, 98368

- **Plan Type:** 401(k)

- **Total Participants:** 306

- **Total Assets:** $63.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|306|$63.9M|$1.9M|$2.3M|

| 2023|316|$63.0M|$1.8M|$2.2M|

| 2022|287|$56.1M|$1.4M|$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|

| SMITH BUNDAY BERMAN BRITTON, P.S.|Auditor|$34,259|—|$34,259|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,259

- **Estimated Expense Ratio:** 0.054% 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|$135,379|$26,000|—|$34,259|—|

| 2023|$115,573|$26,000|—|—|—|

| 2022|$132,959|$26,000|—|—|$106,959|

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