Back to filter
Original filing (PDF)20250923051147NAL0008748050001
INOVAR PACKAGING GROUP, LLC
Form 5500
FILING_RECEIVED
INOVAR PACKAGING GROUP, LLC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
743
Accounts w/ balance
650
Plan assets (EOY)
$40.3M
Net assets (EOY)
$40.3M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INOVAR PACKAGING GROUP, LLC.
Plan sponsor
Name
INOVAR PACKAGING GROUP, LLC
EIN
20-2168560
Address
9001 STERLING ST. SUITE 100 · IRVING, TX · 75063
Phone
(817) 635-6711
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
2025-09-23
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LANE GORMAN TRUBITT LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LANE GORMAN TRUBITT LLC | 75-1044330 | — | ACCOUNTANT | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | INVESTMENT/FINANCIAL ADVI | $129K | — |
Investments
32 direct securities · 1 pooled fund· $39.7M(98% 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.
Registered Investment Companies
$37.9M
31 holdings
Common Collective Trust
$1.7M
1 holding
OTHER
$29K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $4.6M | 11.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.9M | 9.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.0M | 7.5% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $2.9M | 7.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.3M | 5.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $2.0M | 5.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.8M | 4.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.7M | 4.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.5M | 3.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.4M | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.2M | 2.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.1M | 2.7% | |
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $1.0M | 2.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $969K | 2.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $934K | 2.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $912K | 2.3% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $861K | 2.1% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $857K | 2.1% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $649K | 1.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $584K | 1.4% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $479K | 1.2% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $433K | 1.1% | |
| COLUMBIA CONTRARIAN CORE - I3 | Registered Investment Companies | — | — | $334K | 0.8% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $323K | 0.8% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $232K | 0.6% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $229K | 0.6% | |
| JPMORGAN SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $174K | 0.4% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $154K | 0.4% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $109K | 0.3% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $67K | 0.2% | |
| INVESTMENTS VOYA FIXED ACCOUNT 17 | OTHER | — | — | $29K | <0.1% |
Related plans
Other plans using RPA FINANCIAL, LLC
VIASAT, INC.
VIASAT, INC. 401(K) PROFIT SHARING PLAN
$1.2B · 4,158 participants
PLATINUM EQUITY, LLC
PLATINUM EQUITY 401(K) PLAN
$313.1M · 484 participants
U.S. LUMBER GROUP LLC
U.S. LUMBER GROUP, LLC 401(K) PLAN
$214.0M · 3,926 participants
SA RECYCLING, LLC
SA RECYCLING, LLC 401(K) PROFIT SHARING PLAN
$190.5M · 3,083 participants
ATLANTIC CORPORATION OF WILMINGTON, INC.
ATLANTIC CORPORATION OF WILMINGTON, INC. 401(K) PROFIT SHARING PLAN
$177.8M · 1,144 participants
ATHENS SERVICES
ATHENS SERVICES 401(K) PROFIT SHARING PLAN
$121.9M · 2,368 participants
Similar-size Manufacturing plans
CONTAINER GRAPHICS CORPORATION
CONTAINER GRAPHICS CORPORATION RETIREMENT AND SAVINGS PLAN
$40.6M · 314 participants
CORRUGATED SUPPLIES COMPANY, LLC
CORRUGATED SUPPLIES COMPANY, LLC 401(K) PLAN
$39.7M · 202 participants
WHITE HOUSE MANUFACTURING CORP
WHITE HOUSE MANUFACTURING CORPORATION RETIREMENT PLAN
$40.9M · 161 participants
WESTERN STATES ENVELOPE COMPANY
WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN
$41.0M · 448 participants
SAPPI NORTH AMERICA, INC.
SAPPI NORTH AMERICA, INC. CUMBERLAND MILLS HOURLY EMPLOYEES' RETIREMENT PLAN
$41.1M · 134 participants
C-P CONVERTERS, INC.
C-P FLEXPACK 401(K) PLAN
$38.4M · 592 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants