Plan Snapshot
- Plan Sponsor: Trivium Packaging Usa INC.
- Sponsor EIN: 251864585
- Sponsor Address: 10255 HIGGINS ROAD, ROSEMONT, IL, 60018
- Plan Type: DB
- Total Participants: 0
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $15.5M | $0 | $0 |
| 2023 | 0 | $18.8M | $0 | $0 |
| 2022 | 51 | $18.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| FID INST INV OPS CO | ADMIN-CONSULT | $299,514 | — | $299,514 |
| FIDELITY INSTL ASSET MGMT | INV ADVISORY | $184,490 | — | $184,490 |
| BARNES & THORNBURG | LEGAL | $21,095 | — | $21,095 |
| CIUNI & PANICHI, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES & THORNBURG — LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $505,099
- Estimated Expense Ratio: 3.269% 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 | $543,944 | $184,490 | $159,725 | — | — |
| 2023 | $72,466 | — | — | — | — |
| 2022 | $137,053 | $44,205 | — | — | — |