Plan Snapshot
- Plan Sponsor: Utah Paper Box Company
- Sponsor EIN: 870188340
- Sponsor Address: 920 SOUTH 700 WEST, SALT LAKE CITY, UT, 84104
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 175 | $15.7M | $194,770 | $603,753 |
| 2023 | 177 | $14.7M | $199,060 | $631,604 |
| 2022 | 208 | $14.1M | $258,029 | $666,617 |
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 | Recordkeeper | $28,840 | — | $28,840 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,840
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 |
|---|---|---|---|---|---|
| 2025 | $1,365,313 | — | $20,117 | — | — |
| 2024 | $28,841 | — | $28,841 | — | — |
| 2023 | $28,483 | — | $28,483 | — | — |
| 2022 | $19,506 | — | $19,506 | — | — |