Plan Snapshot
- Plan Sponsor: Amcor Flexibles North America, INC.
- Sponsor EIN: 430178130
- Sponsor Address: 2200 BADGER AVE, OSHKOSH, WI, 54904
- Plan Type: DB
- Total Participants: 714
- Total Assets: $194.9M
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 | 714 | $194.9M | $0 | $0 |
| 2023 | 1,021 | $250.8M | $0 | $0 |
| 2022 | 1,122 | $250.7M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $391,762 | — | $391,762 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $325,057 | — | $325,057 |
| TOWERS WATSON INVESTMENT SVC INC. | Other Service Provider | $210,911 | — | $210,911 |
| NORTHERN TRUST COMPANY | Other Service Provider | $176,394 | — | $176,394 |
| FAEGRE DRINKER BIDDLE & REATH LLP | ERISA Attorney | $44,286 | — | $44,286 |
| BAKER TILLY US, LLP | Other Service Provider | $14,500 | — | $14,500 |
| BLACKROCK INST. TRUST COMPANY N.A | Other Service Provider | $13,495 | — | $13,495 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $9,399 | — | $9,399 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- FAEGRE DRINKER BIDDLE & REATH LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,185,804
- Estimated Expense Ratio: 0.608% 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 | $2,022,939 | $233,805 | — | $14,500 | — |
| 2023 | $1,471,417 | $283,760 | — | $13,775 | — |
| 2022 | $1,532,000 | $331,775 | — | — | $272,891 |