Plan Snapshot
- Plan Sponsor: Altium Packaging LP
- Sponsor EIN: 061056158
- Sponsor Address: 2500 WINDY RIDGE PARKWAY, STE 1400, ATLANTA, GA, 30339
- Plan Type: DB
- Total Participants: 0
- Total Assets: $1.1M
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 | 0 | $1.1M | $1.4M | $0 |
| 2023 | 6 | $27.6M | $514,964 | $0 |
| 2022 | 6 | $28.8M | $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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC | Auditor | $6,350 | — | $6,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,350
- Estimated Expense Ratio: 0.556% 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 | $301,299 | $82,846 | — | $6,350 | — |
| 2023 | $424,762 | $128,643 | — | $6,350 | — |
| 2022 | $348,971 | $129,750 | — | — | $67,223 |