Plan Snapshot
- Plan Sponsor: Amcor Flexibles North America, INC.
- Sponsor EIN: 430178130
- Sponsor Address: 2200 BADGER AVE, OSHKOSH, WI, 54904
- Plan Type: DC
- Total Participants: 399
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 399 | $20.6M | $669,024 | $0 |
| 2023 | 353 | $19.2M | $741,212 | $0 |
| 2022 | 401 | $17.0M | $843,621 | $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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | $16,397 | — | $16,397 |
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $13,979 | — | $13,979 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,376
- Estimated Expense Ratio: 0.147% 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 | $31,781 | $17,502 | — | — | — |
| 2023 | $31,251 | $16,393 | — | — | — |
| 2022 | $31,620 | $16,564 | — | — | $300 |