# Packaging Machinery Manufacturers Institute 401(k) Plan
Source: https://planprovider.pro/companies/packaging-machinery-manufacturers-institute-131142150-003

> Packaging Machinery Manufacturers Institute's 401(k) plan: 179 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Packaging Machinery Manufacturers Institute

- **Sponsor EIN:** 131142150

- **Sponsor Address:** 12930 WORLDGATE DRIVE, HERNDON, VA, 20170

- **Plan Type:** 401(k)

- **Plan Number:** 003

- **Total Participants:** 179

- **Total Assets:** $51.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|179|$51.7M|$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|

| RBC WEALTH MGMT A DIV OF RBC CAP|Investment Advisor|—|$66,836|$66,836|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|—|$41,034|$41,034|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $107,870

- **Estimated Expense Ratio:** 0.209% 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|

| 2025|$1,329,647|$66,836|—|$41,034|—|

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