Plan Snapshot
- Plan Sponsor: Aptargroup, INC.
- Sponsor EIN: 363853103
- Sponsor Address: 265 EXCHANGE DR, SUITE 301, CRYSTAL LAKE, IL, 600149695
- Plan Type: DB
- Total Participants: 1,230
- Total Assets: $189.4M
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 | 1,230 | $189.4M | $10.0M | $0 |
| 2023 | 1,392 | $173.3M | $0 | $0 |
| 2022 | 1,580 | $163.1M | $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 |
|---|---|---|---|---|
| JPMORGAN CHASE | NONE | $178,774 | — | $178,774 |
| DELOITTE | NONE | $132,760 | — | $132,760 |
| PRINCIPAL | NONE | $69,877 | — | $69,877 |
| MARQUETTE ASSOCIATES | NONE | $42,500 | — | $42,500 |
| ACADIAN | NONE | $35,656 | — | $35,656 |
| BDO USA, P.C. | NONE | $35,106 | — | $35,106 |
| INCOME RESEARCH & MANAGEMENT | NONE | $33,329 | — | $33,329 |
| SIDLEY | NONE | $6,423 | — | $6,423 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE — NONE
- BDO USA, P.C. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $534,425
- Estimated Expense Ratio: 0.282% 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 | $772,131 | $290,259 | — | $35,106 | — |
| 2023 | $952,716 | $460,568 | — | $28,735 | — |
| 2022 | $831,226 | $216,871 | — | — | $228,628 |