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Original filing (PDF)20250905094548NAL0010515907001
MAGNERA CORPORATION
Form 5500
FILING_RECEIVED
MAGNERA CORPORATION 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
633
Accounts w/ balance
1,158
Plan assets (EOY)
$142.7M
Net assets (EOY)
$142.7M
How this plan invests
This plan
9 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAGNERA CORPORATION.
Plan sponsor
Name
MAGNERA CORPORATION
EIN
23-0628360
Address
9335 HARRIS CORNERS PKWY · SUITE 300 · CHARLOTTE, NC · 28269
Phone
(866) 744-7380
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
017
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $106K | — |
| INSERO & CO. CPAS, LLP | 47-5324570 | — | NONE | $26K | — |
Investments
15 direct securities · 9 pooled funds· $142.7M(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.
Uncategorized
$86.6M
15 holdings
Common Collective Trust
$56.1M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $24.4M | 17.1% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $23.7M | 16.6% | |
| SCHWAB IDX RET 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $14.3M | 10.1% | |
| SCHWAB IDX RET 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $11.4M | 8.0% | |
| Vanguard Extended Market Index Fund; Institutional Shares | — | — | — | $8.7M | 6.1% | |
| SCHWAB IDX RET 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $7.9M | 5.5% | |
| Fidelity Government Money Market Fund Premium Class | — | — | — | $7.3M | 5.1% | |
| SCHWAB IDX RET 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $6.5M | 4.5% | |
| SCHWAB IDX RET 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $4.6M | 3.2% | |
| Fidelity Puritan Fund; K | — | — | — | $3.9M | 2.8% | |
| SCHWAB IDX RET 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $3.4M | 2.4% | |
| Vanguard Equity Income Admiral Shares | — | — | — | $3.4M | 2.4% | |
| SCHWAB IDX RET 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $3.3M | 2.3% | |
| Fidelity Intermediate Bond Fund | — | — | — | $2.8M | 2.0% | |
| Vanguard Total International Stock Index Fund | — | — | — | $2.5M | 1.8% | |
| SCHWAB IDX RET 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $2.4M | 1.7% | |
| Fidelity US Bond Index Fund | — | — | — | $2.2M | 1.5% | |
| SCHWAB IDX RET 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $2.2M | 1.5% | |
| Participant Loans | — | — | — | $2.1M | 1.4% | |
| Diamond Hill Small-Mid Cap Fund; Y | — | — | — | $2.0M | 1.4% | |
| Goldman Sachs Small/Mid Cap Growth Fund; R6 | — | — | — | $1.7M | 1.2% | |
| Vanguard Federal Money Market Fund | — | — | — | $1.2M | 0.8% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $497K | 0.3% | |
| Magnera Corporation | — | — | — | $211K | 0.1% |