LISA Polezoes signed Pregis LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pregis LLC's EIN is 20-3103585.
Download the official 2024 Form 5500 (PDF) for Pregis LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pregis LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | INVESTMENT ADVISOR | $171K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 | Mutual Funds | — | $662K | $20.6M | 11.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $94K | $19.2M | 10.4% | |
| Fidelity Freedom 2035 K Fund | Mutual Funds | — | $994K | $15.5M | 8.4% | |
| Fidelity Freedom 2030 K Fund | Mutual Funds | — | $743K | $13.0M | 7.1% | |
| Fidelity Freedom 2050 K Fund | Mutual Funds | — | $865K | $11.8M | 6.4% | |
| Fidelity Freedom 2025 K Fund | Mutual Funds | — | $794K | $10.8M | 5.8% | |
| Fidelity Freedom 2040 K Fund | Mutual Funds | — | $927K | $10.7M | 5.8% | |
| Fidelity Freedom 2045 K Fund | Mutual Funds | — | $792K | $10.7M | 5.8% | |
| Fidelity Freedom 2055 K Fund | Mutual Funds | — | $472K | $7.5M | 4.0% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | $80K | $7.0M | 3.8% | |
| Baird Core Plus Bond Fund | Other securities | — | $545K | $5.7M | 3.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $5.7M | $5.7M | 3.1% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | $37K | $5.2M | 2.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $106K | $5.0M | 2.7% | |
| Fidelity Freedom 2060 K Fund | Mutual Funds | — | $315K | $4.6M | 2.5% | |
| Notes receivable from participants with varying maturities and interest rates | Other securities | — | — | $4.4M | 2.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | $49K | $4.4M | 2.4% | |
| Victory Sycamore Established Value Fund | Other securities | — | $87K | $4.0M | 2.2% | |
| Fidelity Stock Selector Small Cap Fund | Mutual Funds | — | $98K | $3.7M | 2.0% | |
| Fidelity Freedom 2020 K Fund | Mutual Funds | — | $244K | $3.5M | 1.9% | |
| American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | $49K | $2.7M | 1.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | $219K | $2.2M | 1.2% | |
| Fidelity Emerging Markets K Fund | Mutual Funds | — | $58K | $2.2M | 1.2% | |
| Fidelity Freedom 2065 K Fund | Mutual Funds | — | $137K | $1.8M | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $38K | $1.1M | 0.6% | |
| Fidelity Freedom Inc K Fund | Mutual Funds | — | $66K | $696K | 0.4% | |
| Fidelity Freedom 2015 K Fund | Mutual Funds | — | $40K | $460K | 0.2% | |
| Fidelity Freedom 2010 K Fund | Mutual Funds | — | $33K | $456K | 0.2% | |
| PIMCO International Bond Fund Institutional Class | Mutual Funds | — | $22K | $223K | 0.1% | |
| Fidelity Freedom 2070 K Fund | Mutual Funds | — | $3K | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $51K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY | 32-0043599 | — | ACCOUNTANT/AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESCH | 34-6596918 | — | ATTORNEY/LEGAL | $25K | — |
