Plan Snapshot
- Plan Sponsor: Rand-Whitney Container LLC
- Sponsor EIN: 043340692
- Sponsor Address: ONE PATRIOT PLACE, FOXBOROUGH, MA, 02305
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $1.0M
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 | 192 | $1.0M | $9,260 | $60,220 |
| 2023 | 38 | $972,896 | $9,843 | $51,880 |
| 2022 | 82 | $799,114 | $8,771 | $59,714 |
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 |
|---|---|---|---|---|
| ERNST & YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG — 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 | $147,731 | — | $3,832 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $4,261 | — | $4,261 | — | — |