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Original filing (PDF)20251015123650NAL0006098128001
VPI ACQUISITION CORP. D/B/A VIKING PLASTICS
Form 5500
FILING_RECEIVED
VIKING PLASTICS 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
156
Accounts w/ balance
163
Plan assets (EOY)
$13.0M
Net assets (EOY)
$12.8M
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)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 67% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VPI ACQUISITION CORP. D/B/A VIKING PLASTICS.
Plan sponsor
Name
VPI ACQUISITION CORP. D/B/A VIKING PLASTICS
EIN
20-4960742
Address
ONE VIKING STREET · CORRY, PA · 164072079
Phone
(814) 664-8671
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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHAFFNER, KNIGHT, MINNAUGH & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS | 45-6062081 | — | RECORDKEEPER/CUSTODIAN | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP INSURANCE | — | EDEN PRAIRIE, MN | INVESTMENT ADVISOR | $41K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR, BENDER, & ZAPF, INC. | 25-1650062 | — | THIRD PARTY ADMIN. | $6K | — |
Investments
31 direct securities· $13.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | — | — | — | $2.0M | 15.6% | |
| Vanguard Target Retirement 2065 Fund 104 Vanguard Total Stock Market Index Admiral Fund | — | — | — | $1.7M | 13.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.3M | 10.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $914K | 7.0% | |
| Wilmington Large Cap Growth Fund III | — | — | — | $763K | 5.9% | |
| Victory Intermediate-Term Bond Fund | — | — | — | $742K | 5.7% | |
| MFS International Intrinsic Value Fund | — | — | — | $653K | 5.0% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $508K | 3.9% | |
| Vanguard Total International Stock Index Admiral Fund | — | — | — | $484K | 3.7% | |
| Vanguard Intermediate-Term Bond Index Admiral Fund | — | — | — | $445K | 3.4% | |
| Vanguard Index Trust Mid-Cap Index Admiral Shares | — | — | — | $371K | 2.9% | |
| Wilmington Large Cap Value Fund | — | — | — | $332K | 2.6% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $312K | 2.4% | |
| Vanguard REIT Index Admiral Fund | — | — | — | $272K | 2.1% | |
| Alerus Financial Cash | — | — | — | $254K | 2.0% | |
| from Participants through October 2032 | — | — | — | $240K | 1.8% | |
| John Hancock Disciplined Value Mid-Cap Fund | — | — | — | $219K | 1.7% | |
| Blackrock High Yield Bond Portfolio Institutional Shares | — | — | — | $210K | 1.6% | |
| Alliance Bernstein Mid Cap Growth Fund | — | — | — | $187K | 1.4% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $184K | 1.4% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $135K | 1.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $130K | 1.0% | |
| The Standard Insurance Company Stable Asset Fund II | — | — | — | $127K | 1.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $121K | 0.9% | |
| Fidelity Select Energy Portfolio | — | — | — | $83K | 0.6% | |
| Vanguard Target Retirement Income | — | — | — | $72K | 0.6% | |
| American Funds New Perspective Fund | — | — | — | $63K | 0.5% | |
| Wilmington Emerging Markets Fund | — | — | — | $59K | 0.5% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $36K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $33K | 0.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $24K | 0.2% |
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