Plan Snapshot
- Plan Sponsor: The Paper Tigers, INC.
- Sponsor EIN: 363857275
- Sponsor Address: 20 N MARTINGALE ROAD SUITE 250, SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $5.6M
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 | 61 | $5.6M | $168,125 | $198,942 |
| 2023 | 61 | $4.8M | $156,266 | $182,361 |
| 2022 | 58 | $3.9M | $141,520 | $162,327 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $19,173 | — | $19,173 |
| PRICEKUBECKA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,173
- Estimated Expense Ratio: 0.344% 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 | $24,021 | $4,848 | — | — | — |
| 2023 | $20,162 | $4,330 | — | — | — |
| 2022 | $20,122 | $4,195 | $15,927 | — | — |