Plan Snapshot
- Plan Sponsor: Berlin Packaging L.L.C.
- Sponsor EIN: 364200026
- Sponsor Address: 525 WEST MONROE, CHICAGO, IL, 60661
- Plan Type: 401(k)
- Total Participants: 859
- Total Assets: $159.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 859 | $159.9M | $2.5M | $9.1M |
| 2023 | 878 | $137.8M | $2.6M | $9.0M |
| 2022 | 999 | $120.9M | $2.4M | $8.6M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $171,806 | — | $171,806 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $76,561 | — | $76,561 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $248,367
- Estimated Expense Ratio: 0.155% 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 | $248,367 | — | — | — | — |
| 2023 | $250,015 | $151,681 | $300 | $9,500 | — |
| 2022 | $230,923 | — | — | — | — |