Back to filter
Original filing (PDF)20251008210330NAL0006314241001
YORK CONTAINER COMPANY
Form 5500
FILING_RECEIVED
THE YORK CONTAINER COMPANY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
491
Accounts w/ balance
556
Plan assets (EOY)
$47.3M
Net assets (EOY)
$47.3M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YORK CONTAINER COMPANY.
Plan sponsor
Name
YORK CONTAINER COMPANY
EIN
23-1434215
Address
138 MT. ZION ROAD · YORK, PA · 17402
Phone
(717) 757-7611
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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MGMT A DIV OF RBC CAP | 41-1416330 | — | ADVISOR | $44K | — |
Investments
29 direct securities · 1 pooled fund· $46.6M(98% 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
$39.4M
28 holdings
Mutual Funds
$5.5M
1 holding
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES / UNITS JPMorgan Large Cap Growth Fund | Mutual Funds | — | $66K | $5.5M | 11.6% | |
| BlackRock LifePath Index 2040 Fund | — | — | $198K | $4.0M | 8.5% | |
| BlackRock LifeParth Index Retirement Fund | — | — | $266K | $3.7M | 7.7% | |
| BlackRock LifePath Index 2050 Fund | — | — | $139K | $3.2M | 6.8% | |
| BlackRock LifePath Index 2035 Fund | — | — | $162K | $3.1M | 6.5% | |
| BlackRock LifePath Index 2045 Fund | — | — | $117K | $2.6M | 5.5% | |
| Columbia Dividend Income Fund Institutional 2 | — | — | $74K | $2.5M | 5.3% | |
| BlackRock Mid-Cap Growth Equity Portfolio | — | — | $54K | $2.3M | 4.9% | |
| BlackRock LifePath Index 2030 Fund | — | — | $134K | $2.3M | 4.8% | |
| PGIM Total Return Bond Fund | — | — | $164K | $1.9M | 4.1% | |
| Fidelity 500 Index Fund | — | — | $9K | $1.9M | 3.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $1.7M | $1.7M | 3.5% | |
| Fidelity International Index Fund | — | — | $35K | $1.6M | 3.5% | |
| PGIM High Yield Fund | — | — | $318K | $1.5M | 3.2% | |
| Victory Sycamore Established Value Fund | — | — | $32K | $1.5M | 3.1% | |
| BlackRock LifePath Index 2055 Fund | — | — | $59K | $1.4M | 3.0% | |
| Fidelity Small Cap Index Fund | — | — | $45K | $1.2M | 2.6% | |
| ClearBridge Appreciation Fund | — | — | $33K | $1.1M | 2.4% | |
| BlackRock LifePath Index 2060 Fund | — | — | $41K | $884K | 1.9% | |
| JPMorgan Emerging Markets Equity Fund | — | — | $18K | $558K | 1.2% | |
| American Funds American Balanced Fund | — | — | $12K | $424K | 0.9% | |
| Fidelity Mid Cap Index Fund | — | — | $8K | $285K | 0.6% | |
| PIMCO RAE US Small Fund | — | — | $22K | $254K | 0.5% | |
| American Funds Inflation Linked Bond Fund | — | — | $28K | $253K | 0.5% | |
| BlackRock LifePath Index 2065 Fund | — | — | $16K | $242K | 0.5% | |
| Putnam Small Cap Growth Fund | — | — | $3K | $241K | 0.5% | |
| PGIM Global Total Return Fund | — | — | $30K | $154K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | — | — | $7K | $121K | 0.3% | |
| MFS International Diversification Fund | — | — | $4K | $89K | 0.2% | |
| MONEY MARKET FUND * Fidelity Government Money Market | — | — | $18K | $18K | <0.1% |