# Upm Raflatac, INC. 401(k) Plan
Source: https://planprovider.pro/companies/upm-raflatac-inc-401k-plan

> Upm Raflatac, INC.&#39;s 401(k) plan: 456 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upm Raflatac, INC.

- **Sponsor EIN:** 561451390

- **Sponsor Address:** 400 BROADPOINTE DRIVE, MILLS RIVER, NC, 28759

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

- **Total Participants:** 456

- **Total Assets:** $112.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|456|$112.1M|$3.0M|$3.1M|

| 2023|446|$98.3M|$3.1M|$3.2M|

| 2022|495|$82.2M|$3.2M|$3.2M|

## 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|

| COPELAND BUHL & COMPANY PLLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$72,481|$65,372|$1,800|—|—|

| 2023|$77,957|$73,065|$600|—|—|

| 2022|$66,229|$32,898|—|—|—|

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