Plan Snapshot
- Plan Sponsor: Vanguard Packaging, LLC
- Sponsor EIN: 431055764
- Sponsor Address: 8800 NE UNDERGROUND DR PILLAR 255E, KANSAS CITY, MO, 641619746
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $19.8M
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. |
|---|---|---|---|---|
| 2024 | 216 | $19.8M | $299,160 | $1.2M |
| 2023 | 246 | $19.3M | $440,003 | $1.2M |
| 2022 | 285 | $14.9M | $401,423 | $1.1M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
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 | $97,980 | $2,511 | — | — | — |
| 2023 | $75,298 | $1,558 | — | — | — |
| 2022 | $50,839 | — | $50,839 | — | — |