Eric Martinek signed Evergreen Packaging LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evergreen Packaging LLC's EIN is 20-8042663.
Download the official 2024 Form 5500 (PDF) for Evergreen Packaging LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evergreen Packaging LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock Inst Trust Company BlackRock LPTH Index 2030 G Fund | Common Stocks | — | — | $33.9M | 13.6% | |
| BTC LIFEPATH 2030 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3152218 / PN 001 | Common Collective Trust | — | — | $33.9M | 13.6% | |
| BTC EQUITY INDEX J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $27.5M | 11.0% | |
| GALLIARD STABLE VALUE FUND E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $24.9M | 10.0% | |
| Collective Trusts BlackRock Inst Trust Company BlackRock LPTH Index Retirement G Fund | Common Collective Trusts | — | — | $24.2M | 9.7% | |
| BTC LIFEPATH RET G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3274988 / PN 001 | Common Collective Trust | — | — | $24.2M | 9.7% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $22.2M | 8.9% | |
| BlackRock Inst Trust Company BlackRock LPTH Index 2040 G Fund | Common Stocks | — | — | $18.8M | 7.5% | |
| BTC LIFEPATH 2040 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3199119 / PN 001 | Common Collective Trust | — | — | $18.8M | 7.5% | |
| BlackRock Inst Trust Company BlackRock LPTH Index 2035 G Fund | Common Stocks | — | — | $16.3M | 6.5% | |
| BTC LIFEPATH 2035 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3182755 / PN 001 | Common Collective Trust | — | — | $16.3M | 6.5% | |
| BlackRock Inst Trust Company BlackRock LPTH Index 2050 G Fund | Common Stocks | — | — | $13.0M | 5.2% | |
| BTC LIFEPATH 2050 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3226904 / PN 001 | Common Collective Trust | — | — | $13.0M | 5.2% | |
| BlackRock Inst Trust Company BlackRock LPTH Index 2045 G Fund | Common Stocks | — | — | $8.5M | 3.4% | |
| BTC LIFEPATH 2045 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3214715 / PN 001 | Common Collective Trust | — | — | $8.5M | 3.4% | |
| BTC RUSSELL 2500 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-1431095 / PN 001 | Common Collective Trust | — | — | $8.0M | 3.2% | |
| BlackRock Inst Trust Company BlackRock LPTH Index 2055 G Fund | Common Stocks | — | — | $7.1M | 2.8% | |
| BTC LIFEPATH 2055 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3243273 / PN 001 | Common Collective Trust | — | — | $7.1M | 2.8% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $6.0M | 2.4% | |
| Registered Investment Companies Dodge and Cox Funds Dodge & Cox Income Fund | Mutual Funds | — | — | $5.6M | 2.2% | |
| Various maturity dates through May 2033 | Other securities | — | — | $4.5M | 1.8% | |
| Principal Global Investors, LLC MidCap Fund A | Other securities | — | — | $4.5M | 1.8% | |
| BlackRock Inst Trust Company BlackRock MSCI ACW I Ex-US Index M Fund | Common Stocks | — | — | $4.4M | 1.8% | |
| BTC MSCI ACWI EXUS M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4431087 / PN 001 | Common Collective Trust | — | — | $4.4M | 1.8% | |
| BTC US DEBT INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.7% | |
| BlackRock Inst Trust Company BlackRock LPTH Index 2060 G Fund | Common Stocks | — | — | $4.2M | 1.7% | |
| BTC LIFEPATH 2060 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3258496 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.7% | |
| Massachusetts Financial Services Company MFS Value R3 Fund | Mutual Funds | — | — | $3.7M | 1.5% | |
| Janus International Holding, LLC Janus Triton N Fund | Mutual Funds | — | — | $2.5M | 1.0% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.9% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| BlackRock Inst Trust Company BlackRock LPTH Index 2065 G Fund | Common Stocks | — | — | $1.2M | 0.5% | |
| BTC LIFEPATH 2065 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1787954 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| PIONEER MS FX INC GREAT GRAY TRUST COMPANY · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $507K | 0.2% | |
| Principal Global Investors Trust Company Diversified Real Asset CIT Tier 1 | Common Collective Trusts | — | — | $347K | 0.1% | |
| PIF DVRSD RA CIT T1 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $347K | 0.1% | |
| Fidelity Investments Fidelity Government Money Market K6 | Mutual Funds | — | — | $131K | <0.1% | |
| BLACKROCK LFPTH IDX 2040 N FD BLACKROCK INST TRUST CO · EIN 82-1532549 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LFPTH IDX 2060 N FD BLACKROCK INST TRUST CO · EIN 82-1592041 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LFPTH IDX 2045 N FD BLACKROCK INST TRUST CO · EIN 82-1546505 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LFPTH IDX 2035 N FD BLACKROCK INST TRUST CO · EIN 82-1513534 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LFPTH IDX 2050 N FD BLACKROCK INST TRUST CO · EIN 82-1562543 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK LFPTH IDX 2025 N FD BLACKROCK INST TRUST CO · EIN 82-1483157 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LFPTH IDX 2030 N FD BLACKROCK INST TRUST CO · EIN 45-2849592 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LFPTH IDX 2055 N FD BLACKROCK INST TRUST CO · EIN 82-1578259 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LFPTH IDX RETIR N FD BLACKROCK INST TRUST CO · EIN 82-1458076 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LFPTH IDX 2065 N FD BLACKROCK INST TRUST CO · EIN 84-1845096 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT | $38K | — |
