Original filing (PDF)20260709125456NAL0000392019001

Packaging Machinery Manufacturers Institute

Name: Packaging Machinery Manufacturers Institute — Form 5500 Plan 003 (2025)
Creator: Packaging Machinery Manufacturers Institute
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Packaging Machinery Manufacturers Institute 401(k) and Profit Sharing Plan

401(k) retirement plan · Packaging Machinery Manufacturers Institute's Packaging Machinery Manufacturers Institute 401(k) and Profit Sharing Plan held $51.7M in plan assets for 123 participants in 2025, with Fidelity as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

123

Accounts w/ balance

169

Plan assets (EOY)

$51.7M

Net assets (EOY)

$51.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACKAGING MACHINERY MANUFACTURERS INSTITUTE.

Plan sponsor

Name

PACKAGING MACHINERY MANUFACTURERS INSTITUTE

EIN

13-1142150all filings

Address

12930 WORLDGATE DRIVE · SUITE 200 · HERNDON, VA · 20170

Phone

(571) 612-3214

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	BOSTON, MA	RECORDKEEPER	—	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC WEALTH MGMT A DIV OF RBC CAP	41-1416330	NEW YORK, NY	ADVISOR	—	—

Investments

1 pooled fund· $726K(1% 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.