Plan Ledger DOL Form 5500 · updated monthly

Westrock - Puerto Rico, Inc.401(k)

WESTROCK COMPANY RETIREMENT SAVINGS PLAN FOR PUERTO RICO EMPLOYEES · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Westrock - Puerto Rico, Inc. reported $7,087 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,191 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 rose from 0.08% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Georgia (1,333rd of 2,160), and 9,378th of 13,661 in manufacturing. In 2024, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,639,945
Participants with balances119
Active participants105
Employer contributions$440,050
Employee contributions$458,397
Employer contribution per active participant$4,191
Average account balance$72,605
Benefits paid to participants$409,717
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 119 accts · $440K emplr
2023$7.3M · 124 accts · $432K emplr
2022$5.7M · 126 accts · $404K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,623
Investment management$464
Total administrative$7,087
The Westrock - Puerto Rico, Inc. 401(k) match · 2024
Employer contribution per active participant$4,191
Median for plans this size$1,313
2024$4,191 per active participant
2023$4,003 per active participant
2022$3,485 per active participant

Westrock - Puerto Rico, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$6,623

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$7,087 · 0.09%
2023$6,920 · 0.11%
2022$5,560 · 0.08%
Similar plansManufacturing · Georgia
Refrigiwear, LLC GA$9.3M · 0.51%
Southeast Culvert, Inc. GA$9.2M · 0.93%
Polyvision Corporation GA$9.2M · 0.49%
Apache Mills, Inc. GA$8.8M · 0.76%
Wallace Graphics, Inc. GA$8.5M · 0.60%
Western Plastics, Inc. GA$8.3M · 0.43%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 660665984 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.