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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 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
CAPITAL GROUP RETIREMENT PLAN SVCSIRVINE, CARECORDKEEPER$7K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
NORTHEAST BENEFIT SERVICES, INC.16-1191551WEST SENECA, NYCONTRACT ADMIN$20K

Investments

31 direct securities· $34.2M(100% of reported assets)
Uncategorized
$34.1M
30 holdings
Registered Investment Companies
$59K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
The Capital Group Companies The Growth Fund of America$10.0M29.3%
The Capital Group Companies 2070 Target Date Fund 247 * The Capital Group Companies American Balanced Fund$7.6M22.1%
The Capital Group Companies Washington Mutual Investors Fund$4.0M11.6%
The Capital Group Companies New Perspective Fund$2.9M8.4%
The Capital Group Companies 2030 Target Date Fund$1.6M4.6%
The Capital Group Companies 2025 Target Date Fund$1.4M4.2%
The Capital Group Companies 2035 Target Date Fund$1.0M3.1%
The Capital Group Companies Europacific Growth Fund$731K2.1%
Money market fund * The Capital Group Companies U.S. Government Money Market Fund -$637K1.9%
The Capital Group Companies Smallcap World Fund$470K1.4%
Columbia Investments Columbia Mid Cap Index Fund$440K1.3%
The Capital Group Companies 2020 Target Date Fund$436K1.3%
The Capital Group Companies 2040 Target Date Fund$386K1.1%
various maturity dates through October 2029$379K1.1%
The Capital Group Companies 2055 Target Date Fund$359K1.0%
The Capital Group Companies 2045 Target Date Fund$337K1.0%
Lord Abbett Funds Lord Abbett High Yield Fund$287K0.8%
The Capital Group Companies Income Portfolio Fund$285K0.8%
The Capital Group Companies 2060 Target Date Fund$209K0.6%
The Capital Group Companies American Mutual Fund$174K0.5%
The Capital Group Companies Capital Income Builder Fund$148K0.4%
The Capital Group Companies 2050 Target Date Fund$139K0.4%
funds * The Capital Group Companies 2010 Target Date Fund
Registered Investment Companies
$59K0.2%
The Capital Group Companies 2065 Target Date Fund$49K0.1%
The Capital Group Companies 2015 Target Date Fund$47K0.1%
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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