Plan Snapshot
- Plan Sponsor: Essentra Holdings Corporation
- Sponsor EIN: 541863320
- Sponsor Address: TWO WESTBROOK CORPORATE CENTER, WESTCHESTER, IL, 60154
- Plan Type: 401(k)
- Total Participants: 715
- Total Assets: $119.2M
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 | 715 | $119.2M | $853,514 | $2.6M |
| 2023 | 672 | $119.0M | $268,566 | $2.5M |
| 2022 | 742 | $117.1M | $3.1M | $5.9M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $118,145 | — | $118,145 |
| MORGAN STANLEY | NONE | $64,293 | — | $64,293 |
| VANGUARD ADVISERS INC. | NONE | $36,145 | — | $36,145 |
| KEITER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- MORGAN STANLEY — NONE
- VANGUARD ADVISERS INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $218,583
- Estimated Expense Ratio: 0.183% 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 | $214,842 | — | — | — | — |
| 2023 | $210,349 | — | — | — | — |
| 2022 | $253,613 | — | — | — | — |