Plan Snapshot
- Plan Sponsor: Trivium Packaging Usa INC.
- Sponsor EIN: 251864585
- Sponsor Address: 1 PERFORMANCE PL, YOUNGSTOWN, OH, 44502
- Plan Type: 401(k)
- Total Participants: 833
- Total Assets: $111.2M
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 | 833 | $111.2M | $4.0M | $5.0M |
| 2023 | 776 | $102.5M | $4.4M | $5.0M |
| 2022 | 762 | $87.3M | $4.6M | $4.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $69,133 | — | $69,133 |
| CIUNI PANICHI INC | Auditor | — | — | $0 |
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: $69,133
- Estimated Expense Ratio: 0.062% 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 | $69,133 | — | — | — | — |
| 2023 | $26,686 | — | — | — | — |
| 2022 | $73,213 | — | — | — | — |