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Original filing (PDF)20251013123556NAL0000608019001
JAMESTOWN CONTAINER CORPORATION
Form 5500
FILING_RECEIVED
JAMESTOWN CONTAINER CORPORATION DEFERRED SAVINGS PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
461
Accounts w/ balance
411
Plan assets (EOY)
$34.2M
Net assets (EOY)
$34.2M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "The Capital Group Companies The Growth Fund of America" is 29% of plan.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMESTOWN CONTAINER CORPORATION.
Plan sponsor
Name
JAMESTOWN CONTAINER CORPORATION
EIN
16-0800754
Address
14 DEMING DRIVE · P.O. BOX 49 · FALCONER, NY · 147330049
Phone
(716) 665-4623
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
Audit & trust (Schedule H)
Auditor
MCGILL POWER BELL & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST BENEFIT SERVICES, INC. | 16-1191551 | WEST SENECA, NY | CONTRACT ADMIN | $20K | — |
Investments
31 direct securities· $34.2M(100% of reported assets)
Uncategorized
$34.1M
30 holdings
Registered Investment Companies
$59K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Capital Group Companies The Growth Fund of America | — | — | — | $10.0M | 29.3% | |
| The Capital Group Companies 2070 Target Date Fund 247 * The Capital Group Companies American Balanced Fund | — | — | — | $7.6M | 22.1% | |
| The Capital Group Companies Washington Mutual Investors Fund | — | — | — | $4.0M | 11.6% | |
| The Capital Group Companies New Perspective Fund | — | — | — | $2.9M | 8.4% | |
| The Capital Group Companies 2030 Target Date Fund | — | — | — | $1.6M | 4.6% | |
| The Capital Group Companies 2025 Target Date Fund | — | — | — | $1.4M | 4.2% | |
| The Capital Group Companies 2035 Target Date Fund | — | — | — | $1.0M | 3.1% | |
| The Capital Group Companies Europacific Growth Fund | — | — | — | $731K | 2.1% | |
| Money market fund * The Capital Group Companies U.S. Government Money Market Fund - | — | — | — | $637K | 1.9% | |
| The Capital Group Companies Smallcap World Fund | — | — | — | $470K | 1.4% | |
| Columbia Investments Columbia Mid Cap Index Fund | — | — | — | $440K | 1.3% | |
| The Capital Group Companies 2020 Target Date Fund | — | — | — | $436K | 1.3% | |
| The Capital Group Companies 2040 Target Date Fund | — | — | — | $386K | 1.1% | |
| various maturity dates through October 2029 | — | — | — | $379K | 1.1% | |
| The Capital Group Companies 2055 Target Date Fund | — | — | — | $359K | 1.0% | |
| The Capital Group Companies 2045 Target Date Fund | — | — | — | $337K | 1.0% | |
| Lord Abbett Funds Lord Abbett High Yield Fund | — | — | — | $287K | 0.8% | |
| The Capital Group Companies Income Portfolio Fund | — | — | — | $285K | 0.8% | |
| The Capital Group Companies 2060 Target Date Fund | — | — | — | $209K | 0.6% | |
| The Capital Group Companies American Mutual Fund | — | — | — | $174K | 0.5% | |
| The Capital Group Companies Capital Income Builder Fund | — | — | — | $148K | 0.4% | |
| The Capital Group Companies 2050 Target Date Fund | — | — | — | $139K | 0.4% | |
| funds * The Capital Group Companies 2010 Target Date Fund | Registered Investment Companies | — | — | $59K | 0.2% | |
| The Capital Group Companies 2065 Target Date Fund | — | — | — | $49K | 0.1% | |
| The Capital Group Companies 2015 Target Date Fund | — | — | — | $47K | 0.1% | |
| The Capital Group Companies The Income Fund of America | — | — | — | $33K | <0.1% | |
| The Capital Group Companies Capital World Growth and Income Fund | — | — | — | $31K | <0.1% | |
| BlackRock Investment Management, LLC BlackRock Emerging Markets Fund | — | — | — | $29K | <0.1% | |
| Lord Abbett Funds Lord Abbett Total Return Fund | — | — | — | $28K | <0.1% | |
| Goldman Sachs Goldman Sachs Rising Dividend Growth Fund | — | — | — | $13K | <0.1% | |
| The Capital Group Companies Federated Fund for US Govt Securities | — | — | — | $2K | <0.1% |
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