# Evergreen Packaging LLC 401(k) Plan
Source: https://planprovider.pro/companies/evergreen-packaging-llc-401k-plan

> Evergreen Packaging LLC's 401(k) plan: 1,210 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Evergreen Packaging LLC

- **Sponsor EIN:** 208042663

- **Sponsor Address:** 1900 W FIELD COURT, LAKE FOREST, IL, 60045

- **Plan Type:** 401(k)

- **Total Participants:** 1,210

- **Total Assets:** $250.0M

## 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|1,210|$250.0M|$7.5M|$11.6M|

| 2023|2,070|$362.3M|$10.4M|$15.8M|

| 2022|3,222|$368.2M|$12.2M|$18.4M|

## 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|

| CROWE LLP|ACCOUNTANT|$38,325|—|$38,325|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$28,166|—|$28,166|

| MMA SECURITIES LLC|INVESTMENT ADVISOR|$10,740|—|$10,740|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $77,231

- **Estimated Expense Ratio:** 0.031% 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|$350,820|$10,740|—|$38,325|—|

| 2023|$370,890|$7,668|$363,222|—|—|

| 2022|$341,893|—|$341,893|—|—|

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