Plan Ledger DOL Form 5500 · updated monthly

Berlin Packaging L.L.C.401(k)

BERLIN PACKAGING L.L.C. 401(K) PLAN · CHICAGO, IL · plan year 2025

Reported admin expense ratio · 2025
0.14%

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

Berlin Packaging L.L.C. reported $252,767 in plan administrative expenses for 2025: 0.14% of average plan assets, above the peer median. Employer contributions averaged $2,897 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 fell from 0.18% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other wholesale trade employers. By assets it is the 351st-largest of 3,702 plans among Illinois employers on file, and the 253rd of 4,246 in wholesale trade. In 2025, employees put in $3.69 for every $1.00 the employer contributed; active participation has shrunk from 999 to 898 since 2022.

Plan summary
Net assets, end of year$191,532,619
Participants with balances1,219
Active participants898
Employer contributions$2,601,846
Employee contributions$9,601,834
Employer contribution per active participant$2,897
Average account balance$157,123
Benefits paid to participants$8,248,677
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$191.5M · 1,219 accts · $2.6M emplr
2024$159.9M · 1,169 accts · $2.5M emplr
2023$137.8M · 1,180 accts · $2.6M emplr
2022$120.9M · 1,259 accts · $2.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$63,077
Audit (IQPA)$7,250
Total administrative$252,767
The Berlin Packaging L.L.C. 401(k) match · 2025
Employer contribution per active participant$2,897
Median for plans this size$4,093
2025$2,897 per active participant
2024$2,945 per active participant
2023$2,962 per active participant
2022$2,366 per active participant

Berlin Packaging L.L.C.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$137,706
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$100,560
SIKICH CPA LLC · Accounting / audit$14,500

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

Administrative cost history4
2025$252,767 · 0.14%
2024$248,367 · 0.17%
2023$250,015 · 0.19%
2022$230,923 · 0.18%
Same employer
Similar plansWholesale Trade · Illinois
SYNERGY55 LLC IL$212.8M · 0.04%
Sims Group USA Holdings Corp IL$201.0M · 0.03%
Bosch Security Systems, Inc. IL$200.5M · 0.04%
Ball Horticultural Company IL$171.0M · 0.11%
Sts Operating, Inc. IL$167.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364200026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.