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Original filing (PDF)20251003142501NAL0002477248001
PLASTICS FAMILY HOLDINGS, INC.
Form 5500
FILING_RECEIVED
PLASTICS FAMILY HOLDINGS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,157
Accounts w/ balance
1,325
Plan assets (EOY)
$109.0M
Net assets (EOY)
$109.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLASTICS FAMILY HOLDINGS, INC..
Plan sponsor
Name
PLASTICS FAMILY HOLDINGS, INC.
EIN
11-2578749
Address
5800 CAMPUS CIRCLE DRIVE · SUITE 150 · IRVING, TX · 75063
Phone
(469) 299-7032
Industry
Wholesale Tradesee 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
2025-10-03
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $45K | — |
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEKUBECKA, PLLC | 75-2783674 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
27 direct securities · 3 pooled funds· $115.4M(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
$96.5M
27 holdings
Common Collective Trust
$12.5M
2 holdings
Pooled Separate Account
$6.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invs Comstock Y Mutual Fund | — | — | — | $12.8M | 11.8% | |
| PIONEER LG CAP GR TR GREAT GRAY TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $12.5M | 11.5% | |
| Fid 500 Index Mutual Fund | — | — | — | $8.6M | 7.9% | |
| Vang Target Ret 2025 Mutual Fund | — | — | — | $7.5M | 6.9% | |
| Vang Target Ret 2035 Mutual Fund | — | — | — | $7.0M | 6.5% | |
| Nyl Anchor Account Pooled Separate Account | — | — | — | $6.3M | 5.8% | |
| NEW YORK LIFE INSURANCE COMPANY STABLE VALUE ACCOUNT · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $6.3M | 5.8% | |
| Ab Sm Cap Grth I Mutual Fund | — | — | — | $6.3M | 5.8% | |
| Vang Target Ret 2030 Mutual Fund | — | — | — | $4.9M | 4.5% | |
| Mgl Mid Cp Gr I Mutual Fund | — | — | — | $4.1M | 3.8% | |
| Fid Mid Cap Idx Mutual Fund | — | — | — | $4.1M | 3.8% | |
| Vang Target Ret 2045 Mutual Fund | — | — | — | $3.8M | 3.5% | |
| Mfs Intl Divrsn R4 Mutual Fund | — | — | — | $3.8M | 3.5% | |
| Vang Target Ret 2040 Mutual Fund | — | — | — | $3.7M | 3.4% | |
| Vang Target Ret 2050 Mutual Fund | — | — | — | $2.9M | 2.7% | |
| Um Behavioral Val R6 Mutual Fund | — | — | — | $2.8M | 2.6% | |
| Fid Total Bond K6 Mutual Fund | — | — | — | $2.8M | 2.6% | |
| Blkrk Infl Protec Is Mutual Fund ** 85 * Mfs Mid Cap Value R4 Mutual Fund | — | — | — | $2.5M | 2.3% | |
| Pim Divers Inc Inst Mutual Fund | — | — | — | $2.1M | 2.0% | |
| Vang Target Ret 2060 Mutual Fund | — | — | — | $2.0M | 1.8% | |
| Vang Target Ret 2055 Mutual Fund | — | — | — | $1.7M | 1.6% | |
| Notes receivable from participants Bearing interest at 3.25%-9.00% - | — | — | — | $1.5M | 1.4% | |
| Vang Target Ret 2020 Mutual Fund | — | — | — | $1.3M | 1.2% | |
| Fid Intl Index Mutual Fund | — | — | — | $1.1M | 1.0% | |
| Fid Sm Cap Idx Mutual Fund | — | — | — | $797K | 0.7% | |
| Fid Us Bond Idx Mutual Fund | — | — | — | $776K | 0.7% | |
| Vang Target Ret 2065 Mutual Fund | — | — | — | $505K | 0.5% | |
| Vang Target Ret Inc Mutual Fund | — | — | — | $367K | 0.3% | |
| Gabelli Us Mm I Mutual Fund | — | — | — | $81K | <0.1% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
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