Rafael Cartagena signed Nefab Packaging, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nefab Packaging, Inc.'s EIN is 02-0207469.
Download the official 2024 Form 5500 (PDF) for Nefab Packaging, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nefab Packaging, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $44K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.6M | 18.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.4M | 12.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 9.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.8M | 9.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.6M | 8.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.5M | 7.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 6.6% | |
| The Vanguard Group Vanguard 500 Index Fund Admiral N/R | Mutual Funds | — | — | $1.2M | 6.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $728K | 3.7% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $678K | 3.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $453K | 2.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $451K | 2.3% | |
| Shares The Vanguard Group Vanguard Balanced Index Adm N/R | Mutual Funds | — | — | $295K | 1.5% | |
| MFS Investment MFS Growth R6 N/R | Mutual Funds | — | — | $273K | 1.4% | |
| Trust Company Putnam Fiduciary Trust PUTNAM Stable Value Fund (20) N/R | Stable Value | — | — | $267K | 1.3% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $253K | 1.3% | |
| Management The Vanguard Group Vanguard Small-Cap Index Fund N/R | Common Collective Trusts | — | — | $250K | 1.3% | |
| Admiral Shares JP Morgan JP Morgan Equity Income R6 Fund N/R | Other securities | — | — | $209K | 1.1% | |
| Vanguard Mid-Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $169K | 0.9% | |
| Shares John Hancock John Hancock Funds Disciplined Value N/R | Other securities | — | — | $158K | 0.8% | |
| Mid Cap Fund Class I Janus Henderson Janus Henderson Triton Fund Class I N/R | Mutual Funds | — | — | $101K | 0.5% | |
| Wilmington Trust, N.A. PGIM Global Real Estate Fund - Class Z N/R | Other securities | — | — | $89K | 0.5% | |
| (E) | Other securities | — | — | $60K | 0.3% | |
| Victory Capital Victory Sycamore Small Company N/R | Common Stocks | — | — | $60K | 0.3% | |
| Opportunity Fund Class I Vanguard Federal Money Market Fund N/R | Mutual Funds | — | — | $57K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $49K | 0.2% | |
| Investor Shares American Funds American Funds EuroPacific Growth N/R | Mutual Funds | — | — | $48K | 0.2% | |
| Fund Class R-5 MFS Investment MFS Mid-Cap Growth R6 Fund N/R | Mutual Funds | — | — | $35K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $33K | 0.2% | |
| Management Wilmington Trust, N.A. PGIM Total Return Bond Fund - Class Z N/R | Other securities | — | — | $19K | <0.1% | |
| The Vanguard Group Vanguard Total Bond Securities Admiral N/R | Mutual Funds | — | — | $13K | <0.1% | |
| Shares The Vanguard Group Vanguard Inflation-Protected Securities N/R | Mutual Funds | — | — | $9K | <0.1% | |
| Fund Admiral Shares Fidelity Investments Fidelity Total International Index Fund N/R | Common Collective Trusts | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% |
