Plan Snapshot
- Plan Sponsor: Altium Packaging LP
- Sponsor EIN: 061056158
- Sponsor Address: 2500 WINDY RIDGE PARKWAY STE 1400, ATLANTA, GA, 303390000
- Plan Type: DB
- Total Participants: 65
- Total Assets: $60.2M
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 | 65 | $60.2M | $0 | $0 |
| 2023 | 66 | $37.4M | $0 | $0 |
| 2022 | 78 | $37.7M | $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 |
|---|---|---|---|---|
| STRATEGIC BENEFITS ADVISORS INC | Actuary | $190,932 | — | $190,932 |
| MORGAN STANLEY | Investment Advisor | $87,799 | — | $87,799 |
| SAGE INVESTMENT ADVISORS | Investment Advisor | $49,875 | — | $49,875 |
| EC BARRETT LLC | Auditor | $18,200 | — | $18,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
- EC BARRETT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $346,806
- Estimated Expense Ratio: 0.576% 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 | $474,303 | $137,674 | — | $18,200 | — |
| 2023 | $633,457 | $193,802 | — | $18,200 | — |
| 2022 | $550,900 | $157,436 | — | — | $150,672 |