# Bemis Associates INC. DB Plan
Source: https://planprovider.pro/companies/bemis-associates-inc-041078880-003

> Bemis Associates INC.'s DB plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bemis Associates INC.

- **Sponsor EIN:** 041078880

- **Sponsor Address:** ONE BEMIS WAY, SHIRLEY, MA, 014642527

- **Plan Type:** DB

- **Plan Number:** 003

- **Total Participants:** 55

- **Total Assets:** $17.1M

## 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|55|$17.1M|$454,956|$0|

| 2023|60|$17.1M|$0|$0|

| 2022|66|$17.0M|$250,000|$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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$36,711|—|$36,711|

| JOHN HANCOCK RETIREMENT|Recordkeeper|$31,853|—|$31,853|

| CLIFTONLARSONALLEN LLP|Auditor|$11,550|—|$11,550|

| PRINCIPAL GLOBAL INVESTORS, LLC|Investment Advisor|$6,607|$1,378|$7,985|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $88,099

- **Estimated Expense Ratio:** 0.515% 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|$112,716|$29,881|$71,285|$11,550|—|

| 2023|$64,951|$58,020|$6,931|—|—|

| 2022|$64,585|$57,542|$7,043|—|—|

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