Retirement plan

GLATFELTER 401(K) SAVINGS PLAN

Name: P.H. GLATFELTER COMPANY - GLATFELTER 401(K) SAVINGS PLAN (2015) Form 5500
Creator: P.H. GLATFELTER COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLATFELTER 401(K) SAVINGS PLAN, P.H. GLATFELTER COMPANY

P.H. GLATFELTER COMPANYEIN 23-0628360Plan #017PY 2015

96 SOUTH GEORGE STREET - YORK, PA 174012993717-225-4711

Other plans on this EIN

2 filings

#020Retirement-$595.0M assets #007Retirement-$85.2M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed January 3, 2025 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

9335 Harris Corners Pkwy

Charlotte, NC 28269

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Plans declared (1)

Magnera Corporation Deferred Compensation Plan11 emp

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Total assets (EOY)

$95.6M

No prior year

Total participants

855

No prior year

Average account balance

$121,790

No prior year

Annual return

-1.90%

No prior year

Benchmarks

See 1,069 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,069 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$142.66M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$123K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,158

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.16M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.28%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$114

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2H2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$3 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY VIRCHOW KRAUSE, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$121,790

$62,324+95.4%

$68,509+77.8%

$55,191+120.7%

Participation rate

90.2%

78.9%+11.3pp

74.7%+15.5pp

69.2%+21.0pp

Annual return

-1.90%

4.26%-6.2pp

8.27%-10.2pp

10.78%-12.7pp

Employer contribution / active EE

$1,072

$2,223-51.8%

$2,278-52.9%

$1,899-43.5%

Participant deferral / active EE

$7,128

$3,425+108.1%

$3,382+110.7%

$3,046+134.0%

Admin fee / account holder

$91-96.8%

$5,275-99.9%

$91-96.8%

GLATFELTER 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GLATFELTER 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion