Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Closure Systems International Holdings
Administrative expenses excluding investment management, per participant · Employee Retirement Plan for Closure Systems International · plan year 2023
$208.23
Higher than 89% of the 7,895 plans $50 to 250M that report it.
= $187,195 / 899
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241011155657NAL0022275505001, received 2024-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241011155657NAL0022275505001, received 2024-10-11
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-10-11.
Recordkeeping fees per participant
not reported
Not reported on this filing.
Administrative expenses per participant
$208.23
Higher than 78% of the 8,189 plans $50 to 250M that report it.
= $187,195 / 899
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241011155657NAL0022275505001, received 2024-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241011155657NAL0022275505001, received 2024-10-11
Administrative expenses as a share of assets
0.159%
Higher than 60% of the 8,206 plans $50 to 250M that report it.
= $187,195 / $117,673,152
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241011155657NAL0022275505001, received 2024-10-11
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241011155657NAL0022275505001, received 2024-10-11
Employer contributions per participant
$3,208
Higher than 59% of the 8,268 plans $50 to 250M that report it.
= $2,884,057 / 899
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241011155657NAL0022275505001, received 2024-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241011155657NAL0022275505001, received 2024-10-11
Employer share of total contributions
38.2%
Higher than 72% of the 8,285 plans $50 to 250M that report it.
= $2,884,057 / $7,554,380
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241011155657NAL0022275505001, received 2024-10-11
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241011155657NAL0022275505001, received 2024-10-11
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20241011155657NAL0022275505001, received 2024-10-11
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CLOSURE SYSTEMS INTERNATIONAL HOLDINGS LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Plan name | EMPLOYEE RETIREMENT PLAN FOR CLOSURE SYSTEMS INTERNATIONAL | Form 5500, line 1a; PLAN_NAME pos 16; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Sponsor EIN / plan number | 77-0710458 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Sponsor location | INDIANAPOLIS, IN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Industry (business code) | 322100, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Plan year | 2023-01-01 to 2023-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Filing received | 2024-10-11 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Participants, beginning of year | 982 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Active participants | 796 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Participants, end of year | 940 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Participants with an account balance | 899 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Total assets, beginning of year | $112,787,601 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Total assets, end of year | $117,673,152 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Net assets, end of year | $117,673,152 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Total income | $25,799,121 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Net income | $4,885,551 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Employer contributions | $2,884,057 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Participant contributions | $4,545,122 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Other contributions (incl. rollovers) | $125,201 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Total contributions | $7,554,380 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Benefit payments | $20,724,484 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Total expenses (incl. benefit payments) | $20,913,570 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Total administrative expenses | $187,195 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Contract administrator fees | $187,195 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Administrative expenses excluding investment management | $187,195 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Held in common/collective trusts | $102,055,437 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Held in mutual funds | $9,559,235 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20241011155657NAL0022275505001, received 2024-10-11 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20241011155657NAL0022275505001, received 2024-10-11 |
Position = column in the DOL layout for form year 2023. Filing 20241011155657NAL0022275505001, received 2024-10-11.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $187,194 | yes |
| CROWE LLP | OTHER SERVICES | 49 Other services; 99 Other fees | $40,200 | no |
| LPL FINANCIAL | OTHER SERVICES | 49 Other services; 99 Other fees | $0 | yes |
| MORNINGSTAR INVESTMENT MANAGEMENT L | INV ADV, PARTICIPANTS | 26 Investment advisory (participants); 70 Consulting fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20241011155657NAL0022275505001, received 2024-10-11.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.
Sponsor name as filed: CLOSURE SYSTEMS INTERNATIONAL HOLDINGS LLC; SEC registrant: Closure Systems International Holdings Inc. (CIK 1531586, matched by EIN).