Plan Snapshot
- Plan Sponsor: Essentra Holdings Corporation
- Sponsor EIN: 541863320
- Sponsor Address: TWO WESTBROOK CORPORATE CENTER, WESTCHESTER, IL, 60154
- Plan Type: DB
- Total Participants: 0
- Total Assets: $42.9M
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 | 0 | $42.9M | $2.4M | $0 |
| 2023 | 11 | $42.2M | $0 | $0 |
| 2022 | 13 | $42.3M | $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 |
|---|---|---|---|---|
| KEITER STEPHENS HURST GARY SHREAVES | Auditor | $18,162 | — | $18,162 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,162
- Estimated Expense Ratio: 0.042% 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 | $1,339,739 | $226,260 | — | $18,162 | — |
| 2023 | $1,285,793 | $234,877 | — | — | — |
| 2022 | $1,250,024 | $267,387 | — | — | $280,626 |