Plan Snapshot
- Plan Sponsor: Aptargroup, INC.
- Sponsor EIN: 363853103
- Sponsor Address: 265 EXCHANGE DR., CRYSTAL LAKE, IL, 600149695
- Plan Type: 401(k)
- Total Participants: 2,460
- Total Assets: $326.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,460 | $326.0M | $8.1M | $16.2M |
| 2023 | 2,308 | $285.8M | $7.8M | $15.7M |
| 2022 | 2,441 | $238.4M | $7.1M | $15.2M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $49,193 | — | $49,193 |
| MARQUETTE ASSOCIATES | CONSULTANT | $42,500 | — | $42,500 |
| BDO | CONSULTANT | $32,934 | — | $32,934 |
| SIDLEY AUSTIN LLP | CONSULTANT | $8,005 | — | $8,005 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- BDO — CONSULTANT
- SIDLEY AUSTIN LLP — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,632
- Estimated Expense Ratio: 0.041% 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 | $10,815 | $42,500 | — | — | — |
| 2023 | $108,726 | $40,625 | — | — | — |
| 2022 | $16,275 | $30,000 | — | — | $64,165 |