Original filing (PDF)20251010104933NAL0012883584001

MCINTOSH BOX & PALLET CO., INC.

Name: MCINTOSH BOX & PALLET CO., INC. — MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MCINTOSH BOX & PALLET CO., INC.

Form 5500

FILING_RECEIVED

MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

~82 bps in Sched C fees

Active participants

262

Accounts w/ balance

270

Plan assets (EOY)

$11.1M

Net assets (EOY)

$10.9M

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 (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCINTOSH BOX & PALLET CO., INC..

Plan sponsor

Name

MCINTOSH BOX & PALLET CO., INC.

EIN

16-0876891

Address

5846 HERITAGE LANDING DRIVE · E SYRACUSE, NY · 13057

Phone

(315) 446-9350

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALERUS FINANCIAL, N.A.	45-6062081	—	RECORDKEEPER	$58K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EVEREST CONSULTING LLC	16-1526768	—	ADVISOR	$21K	—
GOOD LIFE ADVISORS	47-3999292	—	ADVISOR	$11K	—

Investments

1 pooled fund· $219K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
VANGUARD RETIREMENT SAVINGS TRUST F VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 022	Common Collective Trust	$219K	2.0%

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