Plan Snapshot
- Plan Sponsor: Ball Corporation
- Sponsor EIN: 350160610
- Sponsor Address: 9300 W. 108TH CIRCLE, WESTMINSTER, CO, 80021
- Plan Type: DB
- Plan Number: 039
- Total Participants: 4,279
- Total Assets: $334.8M
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. |
|---|---|---|---|---|
| 2023 | 4,279 | $334.8M | $31.4M | $0 |
| 2022 | 4,799 | $308.8M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Actuary | $656,550 | — | $656,550 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $82,055 | — | $82,055 |
| BDO USA, P.C. | Auditor | $32,334 | — | $32,334 |
| LEGAL & GENERAL INV. MGMT AMERICA | Investment Advisor | $17,432 | — | $17,432 |
| HOLLAND & HART, LLP | ERISA Attorney | $14,776 | — | $14,776 |
| ALVAREZ & MARSAL TAX, LLC | Other Service Provider | $8,355 | — | $8,355 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Actuary
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $811,502
- Estimated Expense Ratio: 0.242% 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 |
|---|---|---|---|---|---|
| 2023 | $5,005,425 | $17,432 | — | $36,709 | — |
| 2022 | $1,437,731 | — | — | — | $877,963 |