Employers › Pactiv Evergreen Services › plan 004
Recordkeeping fees per participant · Employee Savings Plan · plan year 2024
$90.88
Higher than 98% of the 790 plans over $1B that report it.
= $949,419 / 10,447
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015103917NAL0004609425001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015103917NAL0004609425001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans over $1B 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 2025-10-15.
Administrative expenses excluding investment management, per participant
$94.16
Higher than 89% of the 1,045 plans over $1B that report it.
= $983,694 / 10,447
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015103917NAL0004609425001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015103917NAL0004609425001, received 2025-10-15
Administrative expenses per participant
$96.96
Higher than 69% of the 1,076 plans over $1B that report it.
= $1,012,987 / 10,447
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015103917NAL0004609425001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015103917NAL0004609425001, received 2025-10-15
Administrative expenses as a share of assets
0.101%
Higher than 86% of the 1,076 plans over $1B that report it.
= $1,012,987 / $1,007,462,272
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015103917NAL0004609425001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015103917NAL0004609425001, received 2025-10-15
Employer contributions per participant
$3,107
Higher than 40% of the 1,135 plans over $1B that report it.
= $32,462,795 / 10,447
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015103917NAL0004609425001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015103917NAL0004609425001, received 2025-10-15
Employer share of total contributions
37.2%
Higher than 65% of the 1,135 plans over $1B that report it.
= $32,462,795 / $87,248,737
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015103917NAL0004609425001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015103917NAL0004609425001, received 2025-10-15
2E profit-sharing · 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 · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015103917NAL0004609425001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PACTIV EVERGREEN SERVICES INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Plan name | EMPLOYEE SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Sponsor EIN / plan number | 27-0147082 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Sponsor location | LAKE FOREST, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Industry (business code) | 326100, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Participants, beginning of year | 12,205 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Active participants | 8,977 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Participants, end of year | 10,980 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Participants with an account balance | 10,447 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Total assets, beginning of year | $981,199,937 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Total assets, end of year | $1,007,462,272 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Net assets, end of year | $1,007,462,272 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Total income | $228,690,607 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Net income | $25,677,173 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Employer contributions | $32,462,795 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Participant contributions | $49,163,214 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $5,622,728 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Total contributions | $87,248,737 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Benefit payments | $201,815,893 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $203,013,434 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Total administrative expenses | $1,012,987 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Contract administrator fees | $1,200 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Recordkeeping fees | $949,419 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| IQPA audit fees | $33,075 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Investment advisory and management fees | $29,293 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Administrative expenses excluding investment management | $983,694 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Held in common/collective trusts | $932,901,036 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Held in mutual funds | $56,377,061 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015103917NAL0004609425001, received 2025-10-15 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015103917NAL0004609425001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015103917NAL0004609425001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $76,636 | yes |
| CROWE LLP | ACCOUNTANT\AUDITOR | 10 Accounting (including auditing) | $33,075 | no |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $29,293 | 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 20251015103917NAL0004609425001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $981,199,937 | $1,007,462,272 | 2.7% |
| Participants with a balance | 11,886 | 10,447 | -12.1% |
| Administrative expenses | $1,078,779 | $1,012,987 | -6.1% |
| Recordkeeping fees per participant | not reported | $90.88 | |
| Employer contributions | $31,015,638 | $32,462,795 | 4.7% |
Prior filing 20241015183519NAL0050909744001, received 2024-10-15; the plan years are contiguous.