# Skjodt-Barrett Contract Packaging, LLC 401(k) Plan
Source: https://planprovider.pro/companies/skjodt-barrett-contract-packaging-llc-401k-plan

> Skjodt-Barrett Contract Packaging, LLC's 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Skjodt-Barrett Contract Packaging, LLC

- **Sponsor EIN:** 990363116

- **Sponsor Address:** 401 S ENTERPRISE BLVD, LEBANON, IN, 460528888

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

- **Total Participants:** 213

- **Total Assets:** $2.9M

## 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|213|$2.9M|$180,017|$306,178|

| 2023|307|$3.3M|$229,510|$425,208|

| 2022|300|$2.2M|$189,374|$354,226|

## 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|

| MML INSURANCE AGENCY LLC|BROKER/ADVISER|—|$16,793|$16,793|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$6,474|—|$6,474|

| BGBC PARTNERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BGBC PARTNERS LLP](https://planprovider.pro/provider/bgbc-partners-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,267

- **Estimated Expense Ratio:** 0.791% 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|$6,887|$397|—|—|—|

| 2023|$5,450|$67|—|—|—|

| 2022|$3,338|—|$3,338|—|—|

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