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Original filing (PDF)20250721144402NAL0000667299001
PACIFIC PACKAGING PRODUCTS, INC.
Form 5500
FILING_RECEIVED
PACIFIC PACKAGING PRODUCTS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
144
Accounts w/ balance
181
Plan assets (EOY)
$45.6M
Net assets (EOY)
$45.6M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC PACKAGING PRODUCTS, INC..
Plan sponsor
Name
PACIFIC PACKAGING PRODUCTS, INC.
EIN
04-2144846
Address
24 INDUSTRIAL WAY P.O. BOX 697 · WILMINGTON, MA · 01887
Phone
(978) 657-9100
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $40K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $189 | — |
Investments
14 direct securities· $32.6M(71% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MassMutual S&P 500 Index Fund " | — | — | — | $6.8M | 14.9% | |
| MFS International Growth Fund " | — | — | — | $5.1M | 11.1% | |
| AB Large Cap Growth Fund Mutual fund | — | — | — | $4.0M | 8.7% | |
| JPMorgan Equity Income Fund " | — | — | — | $3.9M | 8.5% | |
| JPMorgan Core Bond Fund " | — | — | — | $3.4M | 7.4% | |
| MFS Mid Cap Growth Fund " | — | — | — | $1.9M | 4.2% | |
| American Funds New Perspective Fund " | — | — | — | $1.9M | 4.1% | |
| Allspring Special Mid Cap Value Fund " | — | — | — | $1.9M | 4.1% | |
| Allspring Special Small Cap Value Fund " | — | — | — | $1.7M | 3.8% | |
| Invesco Discovery Fund " | — | — | — | $1.4M | 3.1% | |
| Empower S&P Mid Cap 400 Index Fund " | — | — | — | $325K | 0.7% | |
| Fidelity Total Bond Fund " | — | — | — | $244K | 0.5% | |
| Empower S&P Small Cap 600 Index Fund " | — | — | — | $146K | 0.3% | |
| MassMutual US Government Money Market Fund " | — | — | — | $7K | <0.1% |
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