Employers › Amcor Flexibles North America › plan 003
Recordkeeping fees per participant · Amcor 401(k) Plan · plan year 2024
$43.24
Higher than 71% of the 790 plans over $1B that report it.
= $364,887 / 8,439
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010125134NAL0007741681001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010125134NAL0007741681001, received 2025-10-10
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 2025-10-10.
Administrative expenses excluding investment management, per participant
$48.14
Higher than 56% of the 1,045 plans over $1B that report it.
= $406,234 / 8,439
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010125134NAL0007741681001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010125134NAL0007741681001, received 2025-10-10
Administrative expenses per participant
$166.33
Higher than 88% of the 1,076 plans over $1B that report it.
= $1,403,701 / 8,439
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010125134NAL0007741681001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010125134NAL0007741681001, received 2025-10-10
Administrative expenses as a share of assets
0.113%
Higher than 90% of the 1,076 plans over $1B that report it.
= $1,403,701 / $1,247,331,788
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010125134NAL0007741681001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010125134NAL0007741681001, received 2025-10-10
Employer contributions per participant
$3,677
Higher than 49% of the 1,135 plans over $1B that report it.
= $31,034,056 / 8,439
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010125134NAL0007741681001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010125134NAL0007741681001, received 2025-10-10
Employer share of total contributions
36.2%
Higher than 61% of the 1,135 plans over $1B that report it.
= $31,034,056 / $85,768,997
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010125134NAL0007741681001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010125134NAL0007741681001, received 2025-10-10
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · 2O ESOP-related feature · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010125134NAL0007741681001, received 2025-10-10
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AMCOR FLEXIBLES NORTH AMERICA, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Plan name | AMCOR 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Sponsor EIN / plan number | 43-0178130 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Sponsor location | OSHKOSH, WI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Industry (business code) | 326100, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Participants, beginning of year | 8,345 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Active participants | 6,523 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Participants, end of year | 8,582 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Participants with an account balance | 8,439 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Total assets, beginning of year | $1,166,062,102 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Total assets, end of year | $1,247,331,788 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Net assets, end of year | $1,247,331,788 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Total income | $225,134,015 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Net income | $81,269,686 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Employer contributions | $31,034,056 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Participant contributions | $45,463,297 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $9,271,644 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Total contributions | $85,768,997 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Benefit payments | $142,256,436 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $143,864,329 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Total administrative expenses | $1,403,701 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Recordkeeping fees | $364,887 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| IQPA audit fees | $30,100 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Investment advisory and management fees | $997,467 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Administrative expenses excluding investment management | $406,234 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Held in common/collective trusts | $1,149,396,457 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Held in mutual funds | $44,773,632 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010125134NAL0007741681001, received 2025-10-10 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010125134NAL0007741681001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010125134NAL0007741681001, received 2025-10-10.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLCrecordkeeper | NONE | 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $935,685 | yes |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | NONE | 64 Recordkeeping fees; 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan | $358,402 | yes |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | NONE | 27 Investment advisory (plan); 50 Direct payment from the plan | $61,783 | no |
| BAKER TILLY US LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $30,100 | no |
| FAEGRE DRINKER BIDDLE & REATH LLP | NONE | 29 Legal; 50 Direct payment from the plan | $5,547 | no |
| QDRO CONSULTANTS COMPANY, LLC | NONE | 16 Consulting (general); 50 Direct payment from the plan | $5,400 | 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 20251010125134NAL0007741681001, received 2025-10-10.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,166,062,102 | $1,247,331,788 | 7.0% |
| Participants with a balance | 8,170 | 8,439 | 3.3% |
| Administrative expenses | $1,314,727 | $1,403,701 | 6.8% |
| Recordkeeping fees per participant | $43.06 | $43.24 | 0.4% |
| Employer contributions | $29,788,655 | $31,034,056 | 4.2% |
Prior filing 20241011120521NAL0022708753001, received 2024-10-11; the plan years are contiguous.