# Mondi U.S. Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/mondi-u-s-holdings-llc-401k-plan

> Mondi U.S. Holdings LLC's 401(k) plan: 1,167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GREERWALKER LLP](https://planprovider.pro/provider/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|—|—|—|—|

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