Plan Snapshot
- Plan Sponsor: Vpi Acquisition Corp. D/B/A Viking Plastics
- Sponsor EIN: 204960742
- Sponsor Address: ONE VIKING STREET, CORRY, PA, 164072079
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $13.0M
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 | 156 | $13.0M | $183,620 | $527,503 |
| 2023 | 169 | $12.9M | $189,765 | $536,704 |
| 2022 | 175 | $11.1M | $121,834 | $547,147 |
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 |
|---|---|---|---|---|
| CHRISTENSEN GROUP INSURANCE | INVESTMENT ADVISOR | $40,944 | — | $40,944 |
| ALERUS | RECORDKEEPER/CUSTODIAN | $16,075 | — | $16,075 |
| DUNBAR, BENDER, & ZAPF, INC. | THIRD PARTY ADMIN. | $6,075 | — | $6,075 |
| SCHAFFNER, KNIGHT, MINNAUGH & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERUS — RECORDKEEPER/CUSTODIAN
- DUNBAR, BENDER, & ZAPF, INC. — THIRD PARTY ADMIN.
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,094
- Estimated Expense Ratio: 0.485% 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 | $63,094 | $40,944 | $16,075 | — | — |
| 2023 | $56,311 | $34,949 | $14,552 | — | — |
| 2022 | $70,336 | $34,498 | $21,923 | — | $13,915 |