Employers › Exopack
Recordkeeping fees per participant · Savings Plan for Transcontinental US, LLC and Certain of Its Affiliates · plan year 2024
$85.01
Higher than 63% of the 5,847 plans $50 to 250M that report it.
= $252,573 / 2,971
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250909131952NAL0012891955001, received 2025-09-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909131952NAL0012891955001, received 2025-09-09
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 2024-01-01 to 2024-12-31, filing received 2025-09-09.
Administrative expenses excluding investment management, per participant
$94.86
Higher than 51% of the 8,758 plans $50 to 250M that report it.
= $281,828 / 2,971
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250909131952NAL0012891955001, received 2025-09-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909131952NAL0012891955001, received 2025-09-09
Administrative expenses per participant
$146.62
Higher than 56% of the 9,042 plans $50 to 250M that report it.
= $435,600 / 2,971
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250909131952NAL0012891955001, received 2025-09-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909131952NAL0012891955001, received 2025-09-09
Administrative expenses as a share of assets
0.235%
Higher than 77% of the 9,049 plans $50 to 250M that report it.
= $435,600 / $185,603,511
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250909131952NAL0012891955001, received 2025-09-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250909131952NAL0012891955001, received 2025-09-09
Employer contributions per participant
$1,519
Higher than 21% of the 9,105 plans $50 to 250M that report it.
= $4,512,906 / 2,971
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250909131952NAL0012891955001, received 2025-09-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909131952NAL0012891955001, received 2025-09-09
Employer share of total contributions
25.7%
Higher than 37% of the 9,112 plans $50 to 250M that report it.
= $4,512,906 / $17,567,616
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250909131952NAL0012891955001, received 2025-09-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250909131952NAL0012891955001, received 2025-09-09
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 · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250909131952NAL0012891955001, received 2025-09-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | TRANSCONTINENTAL US, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Plan name | SAVINGS PLAN FOR TRANSCONTINENTAL US, LLC AND CERTAIN OF ITS AFFILIATES | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Sponsor EIN / plan number | 76-0678895 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Industry (business code) | 322200, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Filing received | 2025-09-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Participants, beginning of year | 3,148 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Active participants | 2,003 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Participants, end of year | 3,032 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Participants with an account balance | 2,971 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Total assets, beginning of year | $179,712,071 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Total assets, end of year | $185,603,511 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Net assets, end of year | $185,603,511 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Total income | $40,408,707 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Net income | $5,891,440 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Employer contributions | $4,512,906 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Participant contributions | $11,874,428 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Other contributions (incl. rollovers) | $1,180,282 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Total contributions | $17,567,616 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Benefit payments | $34,046,581 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Total expenses (incl. benefit payments) | $34,517,267 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Total administrative expenses | $435,600 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Recordkeeping fees | $252,573 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| IQPA audit fees | $20,055 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Investment advisory and management fees | $153,772 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Administrative expenses excluding investment management | $281,828 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Held in common/collective trusts | $180,543,784 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250909131952NAL0012891955001, received 2025-09-09 |
| Independent auditor | FORVIS MAZARS, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250909131952NAL0012891955001, received 2025-09-09 |
Position = column in the DOL layout for form year 2024. Filing 20250909131952NAL0012891955001, received 2025-09-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONSrecordkeeper | RECORDKEEPER | 12 Claims processing; 15 Recordkeeping and information management; 28 Investment management; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 54 Sales loads (front end and deferred); 59 Shareholder servicing fees; 61 Finders fees / placement fees; 62 Float revenue; 63 Distribution (12b-1) fees; 64 Recordkeeping fees; 65 Account maintenance fees | $252,573 | yes |
| AON HEWITT INVESTMENT CONSULTING | ADVISOR | 16 Consulting (general); 53 Insurance brokerage commissions and fees | $153,772 | no |
| FORVIS, LLP | AUDITOR | 10 Accounting (including auditing); 50 Direct payment from the plan | $20,055 | no |
| STOEL RIVES LLP | LEGAL | 29 Legal; 50 Direct payment from the plan | $9,200 | no |
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 20250909131952NAL0012891955001, received 2025-09-09.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $179,712,071 | $185,603,511 | 3.3% |
| Participants with a balance | 3,043 | 2,971 | -2.4% |
| Administrative expenses | $394,081 | $435,600 | 10.5% |
| Recordkeeping fees per participant | $72.10 | $85.01 | 17.9% |
| Employer contributions | $4,318,371 | $4,512,906 | 4.5% |
Prior filing 20240912101844NAL0014444832001, received 2024-09-12; the plan years are contiguous.
Sponsor name as filed: TRANSCONTINENTAL US, LLC; SEC registrant: Exopack, LLC (CIK 1371925, matched by EIN).