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Original filing (PDF)20251015104131NAL0005994512001
EVERGREEN PACKAGING LLC
Form 5500
FILING_RECEIVED
EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING
401(k) retirement plan
Active participants
1,210
Accounts w/ balance
2,093
Plan assets (EOY)
$250.0M
Net assets (EOY)
$250.0M
How this plan invests
This plan
34 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGREEN PACKAGING LLC.
Plan sponsor
Name
EVERGREEN PACKAGING LLC
EIN
20-8042663
Address
1900 W FIELD COURT · LAKE FOREST, IL · 60045
Phone
(847) 482-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISOR | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT | $38K | — |
Investments
17 direct securities · 34 pooled funds· $381.9M(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.
Common Collective Trust
$229.0M
32 holdings
Uncategorized
$152.9M
17 holdings
Pooled Separate Account
$0
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Inst Trust Company BlackRock LPTH Index 2030 G Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $5.6M | 2.2% | |
| Various maturity dates through May 2033 | — | — | — | $4.5M | 1.8% | |
| Principal Global Investors, LLC MidCap Fund A | — | — | — | $4.5M | 1.8% | |
| BlackRock Inst Trust Company BlackRock MSCI ACW I Ex-US Index M Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $3.7M | 1.5% | |
| Janus International Holding, LLC Janus Triton N Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% | |
| GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |