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: 77
- Total Assets: $13.1M
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 | 77 | $13.1M | $281,956 | $262,339 |
| 2023 | 78 | $13.5M | $455,544 | $429,765 |
| 2022 | 130 | $14.2M | $562,567 | $504,811 |
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 |
|---|---|---|---|---|
| CIUNI PANICHI INC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,015 | — | $300 | — | — |
| 2023 | $6,206 | — | — | — | — |
| 2022 | $2,479 | — | — | — | — |