Plan Snapshot
- Plan Sponsor: Pactiv Evergreen Services INC.
- Sponsor EIN: 270147082
- Sponsor Address: 1900 W FIELD COURT, LAKE FOREST, IL, 600454828
- Plan Type: 401(k)
- Total Participants: 963
- Total Assets: $42.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 963 | $42.2M | $2.1M | $3.0M |
| 2023 | 1,000 | $42.6M | $2.1M | $2.8M |
| 2022 | 970 | $26.2M | $1.3M | $2.2M |
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 |
|---|---|---|---|---|
| CROWE LLP | AUDITOR | $14,175 | — | $14,175 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $6,332 | — | $6,332 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,507
- Estimated Expense Ratio: 0.049% 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 | $100,569 | $1,218 | — | $14,175 | — |
| 2023 | $112,300 | $1,559 | $110,741 | — | — |
| 2022 | $62,365 | — | $62,365 | — | — |