Plan Snapshot
- Plan Sponsor: Temperpack Technologies INC.
- Sponsor EIN: 473197138
- Sponsor Address: 4447 CAROLINA AVE, RICHMOND, VA, 232221416
- Plan Type: 401(k)
- Total Participants: 560
- Total Assets: $11.0M
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 | 560 | $11.0M | $907,291 | $2.3M |
| 2023 | 543 | $8.6M | $895,229 | $2.2M |
| 2022 | 394 | $5.2M | $610,618 | $1.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $69,110 | — | $69,110 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISORY | $17,888 | $9 | $17,897 |
| WELLTH ADVISORY SERVICES, LLC | INVESTMENT ADVISORY | $6,906 | $3 | $6,909 |
| KEITER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,916
- Estimated Expense Ratio: 0.855% 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 | $93,905 | $24,794 | $69,111 | — | — |
| 2023 | $65,738 | $16,784 | $48,954 | — | — |
| 2022 | $37,772 | $7,921 | $29,851 | — | — |