Plan Snapshot
- Plan Sponsor: Pregis LLC
- Sponsor EIN: 203103585
- Sponsor Address: 227 W MONROE ST., CHICAGO, IL, 60606
- Plan Type: DC
- Total Participants: 2,874
- Total Assets: $185.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,874 | $185.1M | $5.9M | $14.9M |
| 2023 | 2,542 | $162.3M | $5.2M | $12.8M |
| 2022 | 2,700 | $131.6M | $5.0M | $12.1M |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | INVESTMENT ADVISOR | $170,900 | — | $170,900 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $51,340 | — | $51,340 |
| BENESCH | ATTORNEY/LEGAL | $25,194 | — | $25,194 |
| LEGACY | ACCOUNTANT/AUDITOR | $16,000 | — | $16,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $14,097 | — | $14,097 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- BENESCH — ATTORNEY/LEGAL
- LEGACY — ACCOUNTANT/AUDITOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $277,531
- Estimated Expense Ratio: 0.150% 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 | $277,531 | $222,240 | $300 | $16,000 | — |
| 2023 | $301,464 | $215,453 | — | $23,904 | — |
| 2022 | $230,251 | $44,357 | — | — | — |