Plan Snapshot
- Plan Sponsor: Essentra Holdings Corporation
- Sponsor EIN: 541863320
- Sponsor Address: TWO WESTBROOK CORPORATE CENTER, WESTCHESTER, IL, 60154
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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 | $0 | $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 |
|---|---|---|---|---|
| AON CONSULTING | Actuary | $244,779 | — | $244,779 |
| MORGAN STANLEY SMITH BARNEY HLD LLC | Investment Advisor | $241,562 | — | $241,562 |
| FIRST STATE TRUST COMPANY | Other Service Provider | $66,578 | — | $66,578 |
| KEITER STEPHENS HURST GARY SHREAVES | Auditor | $18,162 | — | $18,162 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY HLD LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $571,081
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 | $1,303,604 | $241,562 | — | $18,162 | — |
| 2023 | $1,285,793 | $234,877 | — | — | — |
| 2022 | $1,250,024 | $267,387 | — | — | $280,626 |