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Original filing (PDF)20251007123852NAL0008142752001
SPAN PACKAGING SERVICES LLC
Form 5500
FILING_RECEIVED
MULTI-PACK SOLUTIONS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
213
Accounts w/ balance
129
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPAN PACKAGING SERVICES LLC.
Plan sponsor
Name
SPAN PACKAGING SERVICES LLC
EIN
20-0455102
Address
1301 PERIMETER ROAD · GREENVILLE, SC · 296055466
Phone
(864) 603-5402
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
2025-10-07
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
Investments
25 direct securities · 2 pooled funds· $7.5M(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
$6.0M
24 holdings
Pooled Separate Account
$877K
2 holdings
Mutual Funds
$555K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance and Annuity Company* Guaranteed Investment Contract Principal Fixed Income Guaranteed Option | — | — | — | $1.2M | 16.5% | |
| Fidelity 500 Index Fund 4,771 shares | — | — | $5K | $975K | 13.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $743K | 10.1% | |
| Vanguard Total Bond Market Index Fund 61,491 shares | — | — | $61K | $583K | 7.9% | |
| American Mutual Fund 10,052 shares | Mutual Funds | — | $10K | $555K | 7.5% | |
| Vanguard Growth Index Fund 2,262 shares | — | — | $2K | $478K | 6.5% | |
| MFS International Diversification Fund 18,063 shares | — | — | $18K | $413K | 5.6% | |
| Vanguard Total International Stock Index Fund 10,422 shares | — | — | $10K | $330K | 4.5% | |
| Vanguard Value Index Fund 4,946 shares | — | — | $5K | $327K | 4.4% | |
| JPMorgan Core Bond Fund 30,093 shares | — | — | $30K | $305K | 4.1% | |
| Fidelity Mid Cap Index Fund 5,467 shares | — | — | $5K | $185K | 2.5% | |
| Vanguard Target Retirement Income Fund 12,455 shares | — | — | $12K | $163K | 2.2% | |
| Fidelity Small Cap Index Fund 5,693 shares | — | — | $6K | $158K | 2.1% | |
| Putnam Small Cap Growth Fund 1,921 shares | — | — | $2K | $152K | 2.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $135K | 1.8% | |
| Franklin Small Cap Value Fund 2,183 shares | — | — | $2K | $131K | 1.8% | |
| JPMorgan Mid Cap Growth Fund 2,372 shares | — | — | $2K | $123K | 1.7% | |
| Notes Receivable from Participants, Various Maturity Dates Through 2029; Interest Rates from 4.25% to 9.50%* | — | — | — | $87K | 1.2% | |
| (E) | — | — | — | $83K | 1.1% | |
| Victory Trivalent International Small Cap Fund 5,516 shares | — | — | $6K | $82K | 1.1% | |
| JPMorgan Emerging Markets Equity Fund 2,744 shares | — | — | $3K | $82K | 1.1% | |
| Vanguard Target Retirement 2065 Fund 2,315 shares | — | — | $2K | $78K | 1.1% | |
| Vanguard Target Retirement 2045 Fund 1,132 shares | — | — | $1K | $34K | 0.5% | |
| Vanguard Target Retirement 2050 Fund 364 shares | — | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2025 Fund 823 shares | — | — | — | $15K | 0.2% | |
| Vanguard Target Retirement 2030 Fund 159 shares | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2035 Fund 195 shares | — | — | — | $5K | <0.1% |