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Original filing (PDF)20251014155257NAL0006693026001
INLINE PLASTICS CORP.
Form 5500
FILING_RECEIVED
INLINE PLASTICS CORP. SAVINGS PLUS RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
716
Accounts w/ balance
475
Plan assets (EOY)
$39.6M
Net assets (EOY)
$39.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INLINE PLASTICS CORP..
Plan sponsor
Name
INLINE PLASTICS CORP.
EIN
06-0846466
Address
42 CANAL STREET · SHELTON, CT · 06484
Phone
(203) 924-5933
Industry
Manufacturingsee all
Plan administrator
Name
INLINE PLASTICS CORP.
EIN
06-0846466
City
SHELTON, CT
Phone
(203) 924-5933
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| H&H RETIREMENT SERVICES | 20-0346540 | — | NONE | $51K | — |
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $50K | — |
| USI ADVISORS, INC. | 06-1397347 | — | NONE | $19K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $8K | — |
| H&H INVESTMENT | 06-1464865 | — | NONE | $6K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $0 | — |
Investments
25 direct securities · 1 pooled fund· $39.5M(100% of reported assets)
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.
Uncategorized
$38.3M
25 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par, or Maturity Value Cost** Value Schwab S&P 500 Index Fund Mutual Fund | — | — | — | $4.0M | 10.0% | |
| American Funds 2035 Target Date Mutual Fund | — | — | — | $3.3M | 8.4% | |
| Schwab Fundamental US Large Co Index Fund Mutual Fund | — | — | — | $3.3M | 8.3% | |
| American Funds 2025 Target Date Mutual Fund | — | — | — | $3.3M | 8.3% | |
| Schwab US Large Cap Growth Index Fund Mutual Fund | — | — | — | $3.2M | 8.1% | |
| Vanguard Developed Markets Index Mutual Fund | — | — | — | $3.1M | 7.8% | |
| American Funds 2030 Target Date Mutual Fund | — | — | — | $3.0M | 7.6% | |
| American Funds 2020 Target Date Mutual Fund | — | — | — | $2.8M | 7.1% | |
| Vanguard Mid Cap Growth Index Mutual Fund | — | — | — | $2.5M | 6.3% | |
| American Funds 2040 Target Date Mutual Fund | — | — | — | $1.3M | 3.3% | |
| American Funds Balanced Fund R6 Mutual Fund | — | — | — | $1.3M | 3.3% | |
| MFS Mid Cap Value Fund Mutual Fund | — | — | — | $1.2M | 3.1% | |
| RELIANCE TR CO STABLE VAL CIT 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.0% | |
| American Funds 2050 Target Date Mutual Fund | — | — | — | $1.0M | 2.6% | |
| BNY Mellon Smallcap Stock Index Fund Mutual Fund | — | — | — | $982K | 2.5% | |
| American Funds 2045 Target Date Mutual Fund | — | — | — | $910K | 2.3% | |
| American Funds 2055 Target Date Mutual Fund | — | — | — | $679K | 1.7% | |
| Participant Loans Interest Rates of 3.25% to 8.50% | — | — | — | $610K | 1.5% | |
| Vanguard Interim Term BD Index Mutual Fund | — | — | — | $592K | 1.5% | |
| American Funds 2060 Target Date Mutual Fund | — | — | — | $343K | 0.9% | |
| Pimco Diversified Income Fund Mutual Fund | — | — | — | $259K | 0.7% | |
| Vanguard Short Term BD Index Fund Mutual Fund | — | — | — | $225K | 0.6% | |
| American Funds 2015 Target Date Mutual Fund | — | — | — | $147K | 0.4% | |
| American Funds 2065 Target Date Mutual Fund | — | — | — | $116K | 0.3% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $92K | 0.2% | |
| Guardian Life Insurance Company of America Life Insurance | — | — | — | $5K | <0.1% |