Plan Ledger DOL Form 5500 · updated monthly

Mondi U.S. Holdings LLC401(k)

MONDI RETIREMENT SAVINGS PLAN USA · ROMEOVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Mondi U.S. Holdings LLC reported $167,601 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,121 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 2 years on file its reported administrative ratio fell from 0.16% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 455th-largest of 3,702 plans among Illinois employers on file, and the 1,537th of 13,661 in manufacturing. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$133,896,639
Participants with balances1,553
Active participants1,167
Employer contributions$3,641,964
Employee contributions$5,272,528
Employer contribution per active participant$3,121
Average account balance$86,218
Benefits paid to participants$10,815,711
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$133.9M · 1,553 accts · $3.6M emplr
2023$118.9M · 1,522 accts · $3.5M emplr
2022$103.5M · 1,593 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$133,484
Investment management$28,973
Total administrative$167,601
The Mondi U.S. Holdings LLC 401(k) match · 2024
Employer contribution per active participant$3,121
Median for plans this size$3,635
2024$3,121 per active participant
2023$3,153 per active participant
2022$3,089 per active participant

Mondi U.S. Holdings LLC's 2024 employer contribution ran below the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$133,484
SHEPHERD KAPLAN KROCHUK LLC · Investment advisory (plan)$28,973
FORD & HARRISON LLP · Legal$5,144

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$167,601 · 0.13%
2023$240,706 · 0.22%
2022$191,755 · 0.16%
Same employer
Similar plansManufacturing · Illinois
Fellowes, Inc. IL$137.1M · 0.12%
Mizkan America, Inc. IL$137.0M · 0.15%
Barry Callebaut USA IL$134.5M · 0.20%
Dometic Corporation IL$134.3M · 0.17%
Ideal Industries, Inc. IL$133.5M · 0.12%
Nd Paper Inc. IL$131.7M · 0.10%
U.S. Tsubaki Holdings, Inc. IL$129.1M · 0.15%
Upm-Kymmene, Inc. IL$128.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203849624 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.