Plan Ledger DOL Form 5500 · updated monthly

Calumet Carton Company401(k)

CALUMET CARTON COMPANY EMPLOYEE RETIREMENT TRUST · SOUTH HOLLAND, IL · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Calumet Carton Company reported $61,648 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $862 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 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Illinois (2,072nd of 3,702), and 7,395th of 13,661 in manufacturing. In 2024, employees put in $3.81 for every $1.00 the employer contributed; active participation has shrunk from 159 to 116 since 2022.

Plan summary
Net assets, end of year$13,976,930
Participants with balances169
Active participants116
Employer contributions$100,000
Employee contributions$381,456
Employer contribution per active participant$862
Average account balance$82,704
Benefits paid to participants$815,187
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 169 accts · $100K emplr
2023$12.6M · 171 accts · $100K emplr
2022$11.5M · 174 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,648
Total administrative$61,648
The Calumet Carton Company 401(k) match · 2024
Employer contribution per active participant$862
Median for plans this size$2,416
2024$862 per active participant
2023$806 per active participant
2022$629 per active participant

Calumet Carton Company's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
THE RETIREMENT ADVANTAGE, INC.$11,718
CAMBRIDGE INVESTMENT RESEARCH INC.indirect comp

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

Administrative cost history3
2024$61,648 · 0.46%
2023$53,946 · 0.45%
2022$58,967 · 0.47%
Same employer
Similar plansManufacturing · Illinois
Lewa, Inc. IL$14.1M · 0.29%
Batavia Container, Inc. IL$14.0M · 0.55%
Kingery Printing Company IL$14.0M · 0.10%
Doumak, Inc. IL$14.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362369829 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.