Plan Snapshot
- Plan Sponsor: Amcor Healthcare Packaging De Puerto Rico, INC.
- Sponsor EIN: 660429975
- Sponsor Address: 2200 BADGER AVE, OSHKOSH, WI, 54904
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 108 | $3.1M | $91,607 | $228,982 |
| 2023 | 113 | $2.6M | $78,409 | $219,148 |
| 2022 | 119 | $2.0M | $71,889 | $198,649 |
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 ANNUITY INSURANCE COMPANY O | Other Service Provider | $5,381 | — | $5,381 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,381
- Estimated Expense Ratio: 0.174% 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 | $5,382 | $5,382 | — | — | — |
| 2023 | $5,021 | — | — | — | — |
| 2022 | $4,347 | $130 | — | — | — |