Plan Snapshot
- Plan Sponsor: Smurfit Kappa North America LLC
- Sponsor EIN: 800227704
- Sponsor Address: 125 E JOHN CARPENTER FREEWAY, IRVING, TX, 75062
- Plan Type: 401(k)
- Total Participants: 1,213
- Total Assets: $117.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,213 | $117.8M | $4.7M | $5.9M |
| 2023 | 1,081 | $104.6M | $4.3M | $5.8M |
| 2022 | 1,076 | $93.4M | $4.1M | $5.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $35,938 | — | $35,938 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,938
- Estimated Expense Ratio: 0.031% 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 | $187,592 | — | — | $35,938 | — |
| 2023 | $174,396 | $30,000 | — | $32,621 | — |
| 2022 | $146,197 | — | — | — | — |