How big is Mondi U.S. Holdings LLC's plan?

Mondi U.S. Holdings LLC's plan reported $133.9M in assets and 1,167 participants for 2024.

Original filing (PDF)20251002125810NAL0000521697001

Mondi U.S. Holdings LLC

Name: Mondi U.S. Holdings LLC — Mondi Retirement Savings, Form 5500 (2024)
Creator: Mondi U.S. Holdings LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mondi Retirement Savings Plan USA

401(k) retirement plan · Mondi U.S. Holdings LLC's Mondi Retirement Savings Plan USA held $133.9M in plan assets for 1,167 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,167

Accounts w/ balance

1,553

Plan assets (EOY)

$133.9M

Net assets (EOY)

$133.9M

People on this filing

Raminder Bamrah signed Mondi U.S. Holdings LLC's 2024 Form 5500 as plan administrator.

Raminder Bamrah — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mondi U.S. Holdings LLC's EIN is 20-3849624.

EIN 20-3849624

Plan number 001

Plan year 2024

ACK ID 20251002125810NAL0000521697001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mondi U.S. Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mondi U.S. Holdings LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONDI U.S. HOLDINGS LLC.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

MONDI U.S. HOLDINGS LLC

EIN

all filings

Address

1198 ARBOR DRIVE · ROMEOVILLE, IL · 60446

Phone

(630) 914-3374

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

GREERWALKER LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$133K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SHEPHERD KAPLAN KROCHUK LLC	83-0368447	—	INVESTMENT ADVISOR	$29K	—

Legal counsel

Investments

36 direct securities· $133.9M(100% of reported assets)

Mutual Funds

$111.2M

18 holdings

Common Collective Trusts

$13.4M

5 holdings

Other securities

$8.5M

11 holdings

Common Stocks

$694K

1 holding

Participant loans

$123K

1 holding

					% of plan
American Funds 2030 Target Date Retirement Fund - Class R-6	Mutual Funds	—	—	$25.0M	18.7%
American Funds 2035 Target Date Retirement Fund - Class R-6	Mutual Funds	—	—	$18.5M	13.8%
Fidelity Blue Chip Growth K6 Fund	Mutual Funds	—	—	$12.3M	9.2%
American Funds 2025 Target Date Retirement Fund - Class R-6	Mutual Funds	—	—	$11.8M	8.8%
American Funds 2040 Target Date Retirement Fund - Class R-6	Mutual Funds	—	—	$10.5M	7.8%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$7.9M	5.9%
American Funds 2045 Target Date Retirement Fund - Class R-6	Mutual Funds	—	—	$7.5M	5.6%
Vanguard Treasury Money Market Fund - Investor Shares	Mutual Funds	—	—	$7.0M	5.2%
American Funds 2050 Target Date Retirement Fund - Class R-6	Mutual Funds	—	—	$5.1M	3.8%
American Funds 2020 Target Date Retirement Fund - Class R-6	Mutual Funds	—	—	$4.3M	3.2%
American Funds 2055 Target Date Retirement Fund - Class R-6	Mutual Funds	—	—	$3.3M	2.5%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$2.5M	1.8%
American Century Mid Cap Value Fund R6 Class	Other securities	—	—	$2.4M	1.8%
American Funds 2060 Target Date Retirement Fund - Class R-6	Mutual Funds	—	—	$1.6M	1.2%
Undiscovered Managers Behavioral Value Fund R6	Other securities	—	—	$1.3M	0.9%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$1.3M	0.9%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$1.2M	0.9%
Parnassus Core Equity Fund - Investor Shares	Other securities	—	—	$1.2M	0.9%
MFS Mid Cap Growth Fund Class R6	Mutual Funds	—	—	$1.1M	0.8%
American Funds 2015 Target Date Retirement Fund - Class R-6	Mutual Funds	—	—	$982K	0.7%
American Funds 2065 Target Date Retirement Fund - Class R-6	Mutual Funds	—	—	$855K	0.6%
American Funds 2010 Target Date Retirement Fund - Class R-6	Mutual Funds	—	—	$821K	0.6%
Neuberger Berman Small Cap Growth Fund - Class R6	Other securities	—	—	$734K	0.5%
C&S Institutional Realty SHS	Common Stocks	—	—	$694K	0.5%
Fidelity International Index Fund	Common Collective Trusts	—	—	$568K	0.4%
American Beacon TLC Income Equity R6	Other securities	—	—	$555K	0.4%
Oakmark International R6	Other securities	—	—	$477K	0.4%
WCM Focused International Growth Fund Institutional Class	Other securities	—	—	$474K	0.4%
Metwest Total Return Bond Fund Plan	Other securities	—	—	$454K	0.3%
Blackrock Strategic Income Opportunities Fund	Other securities	—	—	$411K	0.3%
PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional Class	Mutual Funds	—	—	$374K	0.3%
BNY Mellon Natural Resources Fund - Class Y	Other securities	—	—	$304K	0.2%
Baillie Gifford Emerging Markets Equities Fund - Class K	Other securities	—	—	$206K	0.2%
MFS Emerging Markets Debt R6	Mutual Funds	—	—	$197K	0.1%
Participant Loans	Participant loans	—	—	$123K	<0.1%
Fidelity Government Money Market Fund K6	Mutual Funds	—	—	$55K	<0.1%