Plan Snapshot
- Plan Sponsor: Huhtamaki Americas, INC.
- Sponsor EIN: 980338708
- Sponsor Address: 9201 PACKAGING DRIVE, DESOTO, KS, 66018
- Plan Type: 401(k)
- Total Participants: 3,443
- Total Assets: $277.0M
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 | 3,443 | $277.0M | $5.2M | $15.1M |
| 2023 | 3,214 | $248.4M | $4.7M | $13.6M |
| 2022 | 3,382 | $220.9M | $4.2M | $12.8M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $275,661 | — | $275,661 |
| MARINER RETIREMENT ADVISORS | CONSULTANT | $69,275 | — | $69,275 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $344,936
- Estimated Expense Ratio: 0.125% 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 | $344,936 | $69,275 | — | — | — |
| 2023 | $358,734 | $69,487 | — | — | — |
| 2022 | $368,111 | — | — | — | — |