Plan Snapshot
- Plan Sponsor: Winpak Portion Packaging, INC.
- Sponsor EIN: 362602087
- Sponsor Address: 1111 WINPAK WAY, SAUK VILLAGE, IL, 60411
- Plan Type: 401(k)
- Total Participants: 670
- Total Assets: $74.4M
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 | 670 | $74.4M | $2.5M | $4.3M |
| 2023 | 716 | $67.5M | $2.3M | $4.1M |
| 2022 | 712 | $55.6M | $2.0M | $3.9M |
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 |
|---|---|---|---|---|
| JOSEPH L WHITAKER CPA, LLC | ACCOUNTANT/AUDITOR | $23,600 | — | $23,600 |
| GRANT THORNTON LLP | Auditor | $23,600 | — | $23,600 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $15,428 | — | $15,428 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,916 | — | $14,916 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,544
- Estimated Expense Ratio: 0.104% 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 | $53,944 | $14,916 | $300 | $23,600 | — |
| 2023 | $54,931 | $18,576 | — | $20,400 | — |
| 2022 | $45,873 | $14,593 | — | — | — |