Plan Ledger DOL Form 5500 · updated monthly

Amcor Healthcare Packaging de Puerto Rico, Inc.401(k)

PUERTO RICO INVESTMENT INCENTIVE PLAN · OSHKOSH, WI · plan year 2024

Reported admin expense ratio · 2024
0.19%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Amcor Healthcare Packaging de Puerto Rico, Inc. reported $5,382 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $848 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Wisconsin (1,764th of 1,936), and 2,028th of 2,199 in information & media. In 2024, employees put in $2.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,085,468
Participants with balances143
Active participants108
Employer contributions$91,607
Employee contributions$228,982
Employer contribution per active participant$848
Average account balance$21,577
Benefits paid to participants$128,354
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 143 accts · $92K emplr
2023$2.6M · 146 accts · $78K emplr
2022$2.0M · 142 accts · $72K emplr
Administrative expenses, itemized · 2024
Investment management$5,382
Total administrative$5,382
The Amcor Healthcare Packaging de Puerto Rico, Inc. 401(k) match · 2024
Employer contribution per active participant$848
Median for plans this size$1,313
2024$848 per active participant
2023$694 per active participant
2022$604 per active participant

Amcor Healthcare Packaging de Puerto Rico, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$5,381

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$5,382 · 0.19%
2023$5,021 · 0.22%
2022$4,347 · 0.18%
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Source: U.S. Department of Labor, Form 5500 series, EIN 660429975 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.