Plan Snapshot
- Plan Sponsor: Westrock - Puerto Rico, INC.
- Sponsor EIN: 660665984
- Sponsor Address: 1000 ABERNATHY ROAD NE, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $8.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 105 | $8.6M | $440,050 | $458,397 |
| 2023 | 108 | $7.3M | $432,272 | $442,653 |
| 2022 | 116 | $5.7M | $404,249 | $403,805 |
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 |
|---|---|---|---|---|
| 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: $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 | $7,087 | $464 | — | — | — |
| 2023 | $6,920 | $696 | — | — | — |
| 2022 | $5,560 | $740 | — | — | — |