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Original filing (PDF)20250623122423NAL0003539203001
KEYSTONE FOLDING BOX CO.
Form 5500
FILING_RECEIVED
KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
17% employer stock
Active participants
78
Accounts w/ balance
—
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
88
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 17% of plan in employer / sponsor stock.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYSTONE FOLDING BOX CO..
Plan sponsor
Name
KEYSTONE FOLDING BOX CO.
EIN
22-1037050
Address
367 VERONA AVE. · NEWARK, NJ · 07104
Phone
(973) 483-1054
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
2025-06-23
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
NISIVOCCIA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R. TUZZO | 22-1037050 | EDISON, NJ | INVESTMENT ADVISOR | — | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENN MUTUAL LIFE INSURANCE CO. | 22-0952300 | PHILADELPHIA, PA | ASSET HOLDER | — | — |
Investments
15 direct securities · 1 pooled fund· $7.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.9M
15 holdings
Pooled Separate Account
$595K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Cap Appreciation Fund Mutual Funds | — | — | — | $1.1M | 14.7% | |
| Vanguard Malvern FDS Short-Term Inflation Proctected Common Stock | — | — | — | $938K | 12.5% | |
| T. Rowe Price Ultra Short-Term Bond Fund Mutual Funds | — | — | — | $709K | 9.4% | |
| FIXED FUND PENN MUTUAL LIFE INSURANCE COMPANY · EIN 22-1307050 / PN 001 | Pooled Separate Account | — | — | $595K | 7.9% | |
| Vanguard Cash Reserves Federal Money Market Fund Mutual Funds | — | — | — | $538K | 7.1% | |
| Vanguard High Yield Corporate Bond Fund Mutual Funds | — | — | — | $518K | 6.9% | |
| Vanguard Utilities Index Fund Admiral Mutual Funds | — | — | — | $413K | 5.5% | |
| Vanguard Information Technology Index Fund Admiral Mutual Funds | — | — | — | $400K | 5.3% | |
| Vanguard Dividend Growth Income Fund Mutual Funds | — | — | — | $376K | 5.0% | |
| SPDR Gold TR Gold Shares Common Stock | — | — | — | $363K | 4.8% | |
| Lessor or Similar Party Par or Maturity Value ** Value Federal Capital Reserves Money Market | — | — | — | $354K | 4.7% | |
| Vanguard Balanced Index Fund Admiral Mutual Funds | — | — | — | $341K | 4.5% | |
| T. Rowe Price Growth Stock Fund Advisor Mutual Funds | — | — | — | $251K | 3.3% | |
| T. Rowe Price Health Sciences Fund Mutual Funds | — | — | — | $237K | 3.1% | |
| Parnassus Core Equity Fund Mutual Funds | — | — | — | $211K | 2.8% | |
| Catalyst Millburn Hedge Strategy Fund Class I Mutual Funds | — | — | — | $148K | 2.0% |
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