Plan Snapshot
- Plan Sponsor: Winpak Films INC.
- Sponsor EIN: 581840126
- Sponsor Address: 100 WIHURI PARKWAY, SENOIA, GA, 30276
- Plan Type: 401(k)
- Total Participants: 352
- Total Assets: $36.0M
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 | 352 | $36.0M | $1.2M | $1.8M |
| 2023 | 296 | $34.2M | $1.1M | $1.8M |
| 2022 | 272 | $28.6M | $1.2M | $1.8M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,027 | — | $8,027 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $7,481 | — | $7,481 |
| CARR, RIGGS & INGRAM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,508
- Estimated Expense Ratio: 0.043% 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 | $15,508 | $8,027 | $1,500 | — | — |
| 2023 | $14,227 | $8,402 | — | — | — |
| 2022 | $15,581 | $8,298 | — | — | — |