Plan Snapshot
- Plan Sponsor: Winpak Portion Packaging INC.
- Sponsor EIN: 362602087
- Sponsor Address: 1111 WINPAK WAY, SAUK VILLAGE, IL, 604116111
- Plan Type: DB
- Total Participants: 54
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 54 | $18.5M | $1.1M | $0 |
| 2023 | 56 | $17.4M | $1.1M | $0 |
| 2022 | 65 | $27.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,500
- Estimated Expense Ratio: 0.035% 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 | $321,497 | $91,692 | — | $6,500 | — |
| 2023 | $475,546 | $82,616 | — | — | — |
| 2022 | $348,195 | $79,936 | — | — | $91,271 |