Plan Snapshot
- Plan Sponsor: Huhtamaki, INC.
- Sponsor EIN: 481192492
- Sponsor Address: 9201 PACKAGING DRIVE, DESOTO, KS, 66018
- Plan Type: 401(k)
- Total Participants: 766
- Total Assets: $63.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 766 | $63.1M | $1.4M | $3.5M |
| 2023 | 744 | $58.5M | $1.2M | $3.1M |
| 2022 | 743 | $48.9M | $1.1M | $2.9M |
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 | $59,862 | — | $59,862 |
| MARINER RETIREMENT ADVISORS | CONSULTANT | $15,725 | — | $15,725 |
| 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: $75,587
- Estimated Expense Ratio: 0.120% 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 | $75,587 | $15,725 | — | — | — |
| 2023 | $70,725 | $15,513 | — | — | — |
| 2022 | $70,758 | — | — | — | — |