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Original filing (PDF)20251014164426NAL0003315985002
DIAMOND PACKAGING, INC.
Form 5500
FILING_RECEIVED
DIAMOND PAPER BOX COMPANY, INC. SECTION 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
265
Accounts w/ balance
295
Plan assets (EOY)
$25.2M
Net assets (EOY)
$25.1M
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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIAMOND PACKAGING, INC..
Plan sponsor
Name
DIAMOND PACKAGING, INC.
EIN
16-0408340
Address
111 COMMERCE DRIVE · ROCHESTER, NY · 14623
Phone
(585) 334-8038
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $12K | — |
| LAWLEY RETIREMENT ADVISORS, LLC | 27-4034238 | — | SERVICE PROVIDER | $0 | — |
| WILMINGTON TRUST NATIONAL ASSOCIATI | 27-4034238 | — | SERVICE PROVIDER | $0 | — |
Investments
21 direct securities · 13 pooled funds· $38.5M(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
$17.3M
21 holdings
Pooled Separate Account
$13.4M
1 holding
Common Collective Trust
$7.9M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $13.4M | 53.1% | |
| Voya T Rowe Price Capital Apprec Pt R6 Pooled Separate Account | — | — | — | $2.5M | 9.9% | |
| FLEXPATH INDEX+ MODERATE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $2.3M | 9.1% | |
| Fidelity 500 Index Fund Pooled Separate Account | — | — | — | $2.3M | 9.0% | |
| Massachusetts Investors Trust R6 Pooled Separate Account | — | — | — | $2.3M | 9.0% | |
| Voya Fixed Account Fixed Annuity | — | — | — | $1.9M | 7.7% | |
| Voya Fixed Account (4634) Fixed Annuity | — | — | — | $1.8M | 7.0% | |
| LARGE CAP VALUE FUND - FEE CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.7M | 6.7% | |
| AB Large Cap Growth Fund Z Pooled Separate Account | — | — | — | $1.4M | 5.6% | |
| FLEXPATH INDEX+ MODERATE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $1.0M | 4.0% | |
| FLEXPATH INDEX+ MODERATE RETIREMENT GREAT GRAY TRUST COMPANY, LLC · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $916K | 3.6% | |
| MFS Intl Diversification Fund Pooled Separate Account | — | — | — | $893K | 3.5% | |
| American Funds New Perspective R6 Pooled Separate Account | — | — | — | $874K | 3.5% | |
| Voya JPMorgan Sm Cp Core Eq Prt R6 Pooled Separate Account | — | — | — | $846K | 3.4% | |
| FLEXPATH INDEX+ MODERATE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $620K | 2.5% | |
| Voya Intermediate Bond Fund R6 Pooled Separate Account | — | — | — | $609K | 2.4% | |
| Virtus Crdx Mid Cap Value Equity Fund R6 Pooled Separate Account | — | — | — | $502K | 2.0% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 47-2987118 / PN 321 | Common Collective Trust | — | — | $471K | 1.9% | |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE GREAT GRAY TRUST COMPANY, LLC · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $380K | 1.5% | |
| MFS Mid Cap Growth Fund R6 Pooled Separate Account | — | — | — | $323K | 1.3% | |
| PGIM High Yield Fund R6 Pooled Separate Account | — | — | — | $267K | 1.1% | |
| 8.50%, maturing through June 2033 | — | — | — | $229K | 0.9% | |
| Franklin Small Cap Value Fund R6 Pooled Separate Account | — | — | — | $167K | 0.7% | |
| PGIM Global Total Return Fund R6 Pooled Separate Account | — | — | — | $147K | 0.6% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $135K | 0.5% | |
| Fidelity Small Cap Index Fund Pooled Separate Account | — | — | — | $132K | 0.5% | |
| FLEXPATH INDEX+ MODERATE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $125K | 0.5% | |
| Fidelity Mid Cap Index Fund Pooled Separate Account | — | — | — | $92K | 0.4% | |
| FLEXPATH INDEX+ AGGRESSIVE RET FUN GREAT GRAY TRUST COMPANY, LLC · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $87K | 0.3% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $78K | 0.3% | |
| FLEXPATH INDEX+ CONSERVATIVE 2035 F GREAT GRAY TRUST COMPANY, LLC · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $68K | 0.3% | |
| JPMorgan Small Cap Growth Fund R6 Pooled Separate Account | — | — | — | $36K | 0.1% | |
| American Funds New World R6 Pooled Separate Account | — | — | — | $30K | 0.1% | |
| MFS Intl New Discovery Fund R6 Pooled Separate Account | — | — | — | $3K | <0.1% |
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