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Original filing (PDF)20251002095709NAL0000502160001
ALTIUM PACKAGING LP
Form 5500
FILING_RECEIVED
ALTIUM PACKAGING 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
3,342
Accounts w/ balance
3,098
Plan assets (EOY)
$159.8M
Net assets (EOY)
$159.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTIUM PACKAGING LP.
Plan sponsor
Name
ALTIUM PACKAGING LP
EIN
06-1056158
Address
2500 WINDY RIDGE PARKWAY, STE 1400 · ATLANTA, GA · 30339
Phone
(678) 742-4600
Industry
Manufacturingsee all
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $108K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11-3658445 | — | INVESTMENT ADVISOR | $58K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
20 direct securities · 13 pooled funds· $155.7M(97% 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.
Common Collective Trust
$96.1M
13 holdings
Uncategorized
$59.6M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | 892,875.602 | $21.4M | $23.0M | 14.4% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | 789,837.487 | $21.1M | $22.8M | 14.3% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | 527,132.579 | $12.2M | $13.0M | 8.1% | |
| JPM LG CAP GROWTH R6 | — | 139,895.201 | $9.5M | $11.7M | 7.3% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | 348,456.426 | $9.7M | $10.6M | 6.6% | |
| * FID 500 INDEX | — | 41,195.957 | $7.1M | $8.4M | 5.3% | |
| VANG CR FED MM ADM | — | 8,389,930.47 | $8.4M | $8.4M | 5.3% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | 260,487.53 | $7.4M | $8.0M | 5.0% | |
| COL CONTRAN CORE I3 | — | 173,943.518 | $5.8M | $6.3M | 4.0% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | 188,785.565 | $5.3M | $5.7M | 3.6% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | 131,891.635 | $4.0M | $4.3M | 2.7% | |
| MFS MID CAP VALUE R6 | — | 114,352.26 | $3.5M | $3.6M | 2.3% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | 159,194.009 | $3.4M | $3.6M | 2.3% | |
| TRP CAP APPREC I | — | 96,520.99 | $3.3M | $3.3M | 2.1% | |
| PUTN LG CAP VAL R6 | — | 95,906.357 | $3.1M | $3.3M | 2.1% | |
| JPM MID CAP GRTH R6 | — | 61,903.846 | $3.0M | $3.2M | 2.0% | |
| VANG SM CAP IDX ADM | — | 21,386.747 | $2.1M | $2.5M | 1.5% | |
| AF EUROPAC GROWTH R6 | — | 41,743.269 | $2.3M | $2.2M | 1.4% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | 90,071.475 | $1.8M | $2.0M | 1.2% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | 69,525.874 | $1.5M | $1.5M | 1.0% | |
| JPM GOVT BOND R6 | — | 130,342.01 | $1.2M | $1.2M | 0.8% | |
| LOOMIS CORE PL BD N | — | 92,625.487 | $1.1M | $1.0M | 0.7% | |
| JPM SM CAP EQ R6 | — | 19,075.392 | $1.0M | $1.0M | 0.7% | |
| COL SM CAP GRTH I3 | — | 29,322.901 | $718K | $869K | 0.5% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | 46,598.093 | $766K | $805K | 0.5% | |
| VICTORY S SMCO OP R6 | — | 13,668.359 | $645K | $643K | 0.4% | |
| * FID MID CAP IDX | — | 18,359.082 | $565K | $620K | 0.4% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | 29,200 | $578K | $609K | 0.4% | |
| MFS INTL DIVRSN R6 | — | 21,731.339 | $487K | $497K | 0.3% | |
| AF NEW WORLD R6 | — | 3,249.236 | $246K | $250K | 0.2% | |
| VANG TOT INTL STK AD | — | 7,422.576 | $231K | $235K | 0.1% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | 8,996.982 | $144K | $151K | <0.1% | |
| VANG INTM BD IDX ADM | — | 11,654.815 | $120K | $118K | <0.1% |
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