Plan Snapshot
- Plan Sponsor: Greif Packaging LLC
- Sponsor EIN: 363268123
- Sponsor Address: 425 WINTER ROAD, DELAWARE, OH, 43015
- Plan Type: 401(k)
- Total Participants: 6,763
- Total Assets: $863.4M
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 | 6,763 | $863.4M | $30.4M | $40.9M |
| 2023 | 6,498 | $808.1M | $25.8M | $36.9M |
| 2022 | 6,708 | $708.9M | $27.9M | $37.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $488,634 | $49,627 | $538,261 |
| EDELMAN FINANCIAL ENGINES, LLC | INV ADV, PARTICIPANTS | $294,783 | — | $294,783 |
| HIGHLAND CONSULTING ASSO | INVESTMENT ADVISORY | $89,100 | — | $89,100 |
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $922,144
- Estimated Expense Ratio: 0.107% 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 | $668,365 | $383,884 | $284,481 | — | — |
| 2023 | $670,115 | $330,000 | $340,115 | — | — |
| 2022 | $422,862 | $276,768 | $146,094 | — | — |