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Original filing (PDF)20250906120901NAL0017942513001
DART CONTAINER OF MICHIGAN LLC
Form 5500
FILING_RECEIVED
DART CONTAINER CORPORATION EMPLOYEES' 401(K) PLUS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
10,480
Accounts w/ balance
12,751
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
16 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — 74% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DART CONTAINER OF MICHIGAN LLC.
Plan sponsor
Name
DART CONTAINER OF MICHIGAN LLC
EIN
06-1720526
Address
500 HOGSBACK ROAD · MASON, MI · 488549547
Phone
(517) 676-3800
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
2025-09-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP, INC. | 23-1945930 | — | NONE KNOWN | $760K | — |
| MERCER INVESTMENTS LLC | 13-2384414 | — | NONE KNOWN | $98K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $37K | — |
Investments
11 direct securities · 16 pooled funds· $1.0B(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.
Common Collective Trust
$748.0M
16 holdings
Uncategorized
$286.8M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TST CO TGT RET 2030 TST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $153.0M | 14.8% | |
| VANGUARD TST CO TGT RET 2025 TST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $115.4M | 11.2% | |
| VANGUARD TST CO TGT RET 2035 TST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $109.2M | 10.6% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Index Fund | — | — | — | $87.1M | 8.5% | |
| VANGUARD TST CO TGT RET 2040 TST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $80.0M | 7.8% | |
| VANGUARD TST CO TGT RET 2045 TST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $58.5M | 5.7% | |
| VANGUARD TST CO TGT RET 2020 TST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $57.7M | 5.6% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $48.1M | 4.7% | |
| T. Rowe Price T. Rowe Price Institutional Large Cap Growth Fund | — | — | — | $47.6M | 4.6% | |
| VANGUARD TST CO TGT RET 2050 TST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $42.2M | 4.1% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement Income Trust I | — | — | — | $35.1M | 3.4% | |
| VANGUARD TST CO TGT RET INC TST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $35.1M | 3.4% | |
| 9.5 percent - | — | — | — | $33.0M | 3.2% | |
| VANGUARD TST CO TGT RET 2055 TST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $27.3M | 2.6% | |
| Vanguard Fiduciary Trust Company Vanguard Extended Market Index Fund | — | — | — | $23.9M | 2.3% | |
| Vanguard Fiduciary Trust Company Vanguard Total Bond Market Index Fund | — | — | — | $18.7M | 1.8% | |
| Dodge & Cox Dodge & Cox Stock Fund Class X | — | — | — | $16.5M | 1.6% | |
| Vanguard Fiduciary Trust Company Vanguard Total International Stock Index Fund | — | — | — | $11.0M | 1.1% | |
| VANGUARD TST CO TGT RET 2060 TST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $8.6M | 0.8% | |
| ClearBridge Investments ClearBridge Small Cap Growth Fund | — | — | — | $6.3M | 0.6% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Value Portfolio | — | — | — | $5.8M | 0.6% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $5.7M | 0.6% | |
| VANGUARD TST CO TGT RET 2065 TST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.3% | |
| WILLIAM BLAIR INTL LEADERS COLL INV GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 012 | Common Collective Trust | — | — | $3.3M | 0.3% | |
| Vanguard Fiduciary Trust Company Vanguard Federal Money Market Fund | — | — | — | $1.8M | 0.2% | |
| VANGUARD TST CO TGT RET 2070 TST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $443K | <0.1% | |
| STATE STREET REAL ASSET SERIES FD C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $28K | <0.1% |