Plan Ledger DOL Form 5500 · updated monthly

Packaging Concepts Inc401(k)

PACKAGING CONCEPTS INC 401(K) PROFIT SHARING PLAN & TRUST · SAINT LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.39%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Packaging Concepts Inc reported $37,801 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $851 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.59% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Missouri (829th of 1,393), and 2,863rd of 4,246 in wholesale trade. In 2024, employees put in $3.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,367,567
Participants with balances371
Active participants205
Employer contributions$174,503
Employee contributions$548,744
Employer contribution per active participant$851
Average account balance$27,945
Benefits paid to participants$278,861
Plan auditUnmodified (clean) audit opinion
AuditorA.C. EVANS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 371 accts · $175K emplr
2023$9.0M · 338 accts · $175K emplr
2022$7.5M · 296 accts · $146K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,929
Investment management$16,012
Trustee / custodial$860
Total administrative$37,801
The Packaging Concepts Inc 401(k) match · 2024
Employer contribution per active participant$851
Median for plans this size$1,313
2024$851 per active participant
2023$830 per active participant
2022$754 per active participant

Packaging Concepts Inc's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PAYCHEX, INC. · Recordkeeping$21,148
ENTERPRISE BANK & TRUST · Investment advisory (participants)$16,012

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Paychex
2023Paychex, VICUS CAPITAL M WEISMAN

This plan has changed recordkeepers within these filings. If you left Packaging Concepts Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,801 · 0.39%
2023$43,170 · 0.52%
2022$46,603 · 0.59%
All plans at this employer2
PACKAGING CONCEPTS INC 401(K) PROFIT SHARING PLAN & TRUST401(k)
PACKAGING CONCEPTS INC EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansWholesale Trade · Missouri
Yokohama Tire Corporation MO$12.1M · 0.14%
Missouri Eagle, LLC MO$11.8M · 0.49%
Rk Stratman, Inc. MO$10.5M · 0.40%
Gl Group, Inc. MO$9.7M · 0.47%
Baisch & Skinner, Inc. MO$9.7M · 0.40%
Ssg, LLC MO$9.2M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391164604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.