Plan Snapshot
- Plan Sponsor: Westrock Company
- Sponsor EIN: 466182151
- Sponsor Address: 1000 ABERNATHY RD, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $4.8B
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 | $4.8B | $121,775 | $75,933 |
| 2023 | 0 | $4.5B | $0 | $0 |
| 2022 | 0 | $4.0B | $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 |
|---|---|---|---|---|
| MFS INSTITUTIONAL ADVISORS | Other Service Provider | $657,361 | — | $657,361 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $68,966 | — | $68,966 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $726,327
- Estimated Expense Ratio: 0.015% 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 | $726,327 | $657,361 | — | — | — |
| 2023 | $598,779 | $520,891 | — | — | — |
| 2022 | $540,777 | $473,778 | — | — | $60,038 |