Plan Snapshot
- Plan Sponsor: Packaging Corporation Of America
- Sponsor EIN: 141896937
- Sponsor Address: 1 NORTH FIELD COURT, LAKE FOREST, IL, 60045
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $1.1B | $0 | $0 |
| 2023 | 0 | $1.2B | $0 | $0 |
| 2022 | 0 | $1.1B | $0 | $0 |
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 |
|---|---|---|---|---|
| LEGAL & GENERAL INVESTMENT | Other Service Provider | $626,264 | — | $626,264 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $286,104 | — | $286,104 |
| METLIFE INVESTMENT MGMT HOLDINGS, L | Other Service Provider | $170,180 | — | $170,180 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $164,338 | — | $164,338 |
| NISA INVESTMENT ADVISORS L.L.C. | Other Service Provider | $156,433 | — | $156,433 |
| INCOME RESEARCH & MGMT. INC. | Other Service Provider | $142,924 | — | $142,924 |
| STATE STREET RESEARCH & MANAGEMENT | Other Service Provider | $26,899 | — | $26,899 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,573,142
- Estimated Expense Ratio: 0.139% 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 | $3,019,804 | $1,408,804 | — | — | — |
| 2023 | $3,191,422 | $2,946,066 | — | — | — |
| 2022 | $3,464,074 | $1,315,741 | — | — | $654,167 |