Plan Snapshot
- Plan Sponsor: The Apex Paper Box Company
- Sponsor EIN: 340070280
- Sponsor Address: 5601 WALWORTH AVE, CLEVELAND, OH, 441024432
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $11.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 170 | $11.6M | $0 | $165,780 |
| 2023 | 186 | $7.6M | $21,313 | $166,153 |
| 2022 | 185 | $5.0M | $262,223 | $136,475 |
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 |
|---|---|---|---|---|
| D'AMORE TATMAN GROUP LLC | Auditor | $11,500 | — | $11,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,500
- Estimated Expense Ratio: 0.099% 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 | $12,346 | — | — | $11,500 | — |
| 2023 | $11,306 | — | — | $11,000 | — |
| 2022 | $10,644 | — | — | — | $10,300 |