Sierra Beckwith signed Genpak LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Genpak LLC's EIN is 14-1803622.
Download the official 2024 Form 5500 (PDF) for Genpak LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Genpak LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $148K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $43K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Fund R6 | Mutual Funds | — | — | $10.7M | 12.3% | |
| American Funds 2030 Target Date Retirement Fund R6 | Mutual Funds | — | — | $10.2M | 11.7% | |
| American Funds 2035 Target Date Retirement Fund R6 | Mutual Funds | — | — | $8.9M | 10.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8.4M | 9.6% | |
| American Funds 2025 Target Date Retirement Fund R6 | Mutual Funds | — | — | $7.7M | 8.9% | |
| American Funds 2045 Target Date Retirement Fund R6 | Mutual Funds | — | — | $6.4M | 7.4% | |
| American Funds 2020 Target Date Retirement Fund R6 | Mutual Funds | — | — | $5.0M | 5.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.8M | 5.6% | |
| American Funds 2015 Target Date Retirement Fund R6 | Mutual Funds | — | — | $4.0M | 4.6% | |
| American Funds 2050 Target Date Retirement Fund R6 | Mutual Funds | — | — | $4.0M | 4.6% | |
| American Funds 2055 Target Date Retirement Fund R6 | Mutual Funds | — | — | $3.1M | 3.5% | |
| T Rowe Price Blue Chip Growth Fund | Mutual Funds | — | — | $2.8M | 3.2% | |
| Participant Loans Interest rates from 3.25% to 8.50% - | Bonds / Notes | — | — | $2.6M | 3.0% | |
| American Funds 2060 Target Date Retirement Fund R6 | Mutual Funds | — | — | $2.2M | 2.6% | |
| American Funds 2010 Target Date Retirement Fund R6 | Mutual Funds | — | — | $1.1M | 1.2% | |
| American Funds 2065 Target Date Retirement Fund R6 | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $946K | 1.1% | |
| MFS Value R4 Fund | Mutual Funds | — | — | $707K | 0.8% | |
| Victory ESTB Value Fund Y | Other securities | — | — | $387K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $366K | 0.4% | |
| American Funds Balanced Fund R5E | Mutual Funds | — | — | $328K | 0.4% | |
| MFS Intl Diversification Fund R4 | Mutual Funds | — | — | $292K | 0.3% | |
| Blackrock Mid Cap Growth Fund | Other securities | — | — | $244K | 0.3% | |
| Pimco Income A Fund | Mutual Funds | — | — | $217K | 0.3% | |
| Federated Hermes Kaufmann Small Cap Fund | Other securities | — | — | $172K | 0.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $111K | 0.1% | |
| MFS New Discovery Value Fund R4 | Mutual Funds | — | — | $86K | <0.1% | |
| C&S Real Estate A Fund | Other securities | — | — | $40K | <0.1% | |
| Delaware Emerging Markets Fund | Other securities | — | — | $40K | <0.1% | |
| Fidelity Government Money Market Fund K6 | Mutual Funds | — | — | $34K | <0.1% | |
| Victory Core Plus Intermediate Bond R6 | Other securities | — | — | $21K | <0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA LLP | 13-5381590 | — | ACCOUNTANT/AUDITOR | $33K | — |
