Plan Snapshot
- Plan Sponsor: Westrock Company
- Sponsor EIN: 473335141
- Sponsor Address: 1000 ABERNATHY ROAD NE, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 31,545
- Total Assets: $5.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 31,545 | $5.0B | $152.6M | $198.1M |
| 2023 | 32,575 | $4.6B | $147.6M | $192.9M |
| 2022 | 32,850 | $4.1B | $146.1M | $194.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $1,600,462 | — | $1,600,462 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $1,365,979 | — | $1,365,979 |
| ROCATON INVESTMENT ADVISORS LLC | NONE | $324,168 | — | $324,168 |
| QDRO CONSULTANTS COMPANY, LLC | NONE | $12,900 | — | $12,900 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,303,509
- Estimated Expense Ratio: 0.066% 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 | $3,453,550 | $1,672,025 | — | — | — |
| 2023 | $3,628,177 | $1,787,904 | — | — | — |
| 2022 | $3,350,811 | $1,589,526 | — | — | $12,600 |