Plan Snapshot
- Plan Sponsor: Mondi U.S. Holdings LLC
- Sponsor EIN: 203849624
- Sponsor Address: 1198 ARBOR DRIVE, ROMEOVILLE, IL, 60446
- Plan Type: 401(k)
- Total Participants: 1,167
- Total Assets: $133.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,167 | $133.9M | $3.6M | $5.3M |
| 2023 | 1,102 | $118.9M | $3.5M | $5.0M |
| 2022 | 1,142 | $103.5M | $3.5M | $5.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $133,484 | — | $133,484 |
| SHEPHERD KAPLAN KROCHUK LLC | INVESTMENT ADVISOR | $28,973 | — | $28,973 |
| FORD & HARRISON LLP | ATTORNEY/LEGAL | $5,144 | — | $5,144 |
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GREERWALKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,601
- 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 | $167,601 | $28,973 | $300 | — | — |
| 2023 | $240,706 | — | $600 | — | — |
| 2022 | $191,755 | — | — | — | — |