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: 890
- Total Assets: $99.1M
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 | 890 | $99.1M | $6.7M | $0 |
| 2023 | 995 | $101.4M | $7.2M | $0 |
| 2022 | 1,094 | $96.6M | $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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $161,718 | — | $161,718 |
| TOWERS WATSON INVESTMENT SVC INC. | Other Service Provider | $119,372 | — | $119,372 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $44,763 | — | $44,763 |
| NORTHERN TRUST COMPANY | Other Service Provider | $43,981 | — | $43,981 |
| BAKER TILLY US, LLP | Other Service Provider | $13,500 | — | $13,500 |
| BLACKROCK INST. TRUST COMPANY N.A | Other Service Provider | $9,951 | — | $9,951 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $393,285
- Estimated Expense Ratio: 0.397% 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 | $2,184,839 | $129,473 | — | $13,500 | — |
| 2023 | $2,010,280 | $114,066 | — | $12,750 | — |
| 2022 | $2,405,000 | $270,389 | — | — | $116,080 |