# Transpak, INC. 401(k) Plan
Source: https://planprovider.pro/companies/transpak-inc-401k-plan

> Transpak, INC.'s 401(k) plan: 1,044 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Transpak, INC.

- **Sponsor EIN:** 941711977

- **Sponsor Address:** 520 NORTH MARBURG WAY, SAN JOSE, CA, 95133

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

- **Total Participants:** 1,044

- **Total Assets:** $23.4M

## 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|1,044|$23.4M|$1.3M|$2.7M|

| 2023|983|$18.0M|$883,938|$2.1M|

| 2022|936|$13.9M|$810,867|$1.6M|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$34,677|—|$34,677|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$13,270|—|$13,270|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$11,698|—|$11,698|

| KBF CPAS - AUDIT, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,645

- **Estimated Expense Ratio:** 0.255% 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|$59,645|$46,375|—|—|—|

| 2023|$45,312|$31,613|—|—|—|

| 2022|$24,040|$13,711|$10,329|—|—|

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