# Berlin Packaging L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/berlin-packaging-l-l-c-401k-plan

> Berlin Packaging L.L.C.'s 401(k) plan: 859 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SIKICH CPA LLC](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/berlin-packaging-l-l-c-401k-plan)

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