# Tetra Pak, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tetra-pak-inc-401k-plan

> Tetra Pak, INC.'s 401(k) plan: 1,665 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tetra Pak, INC.

- **Sponsor EIN:** 751537534

- **Sponsor Address:** 3300 AIRPORT ROAD, DENTON, TX, 76207

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

- **Total Participants:** 1,665

- **Total Assets:** $500.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|1,665|$500.2M|$21.0M|$16.2M|

| 2023|1,617|$437.4M|$18.4M|$14.6M|

| 2022|1,508|$383.3M|$16.9M|$13.2M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES|NONE|$257,071|—|$257,071|

| MORGAN STANLEY|NONE|$98,294|—|$98,294|

| FORVIS MAZARS LLP|NONE|$52,677|—|$52,677|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $408,042

- **Estimated Expense Ratio:** 0.082% 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|$408,040|$98,294|—|$52,677|—|

| 2023|$375,305|$94,388|$26,818|—|—|

| 2022|$382,603|$90,000|—|—|$49,420|

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