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Original filing (PDF)20251014122634NAL0005911874001
SHARP PACKAGING SERVICES LLC
Form 5500
FILING_RECEIVED
SHARP PACKAGING SERVICES LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
1,190
Accounts w/ balance
749
Plan assets (EOY)
$67.8M
Net assets (EOY)
$67.8M
How this plan invests
This plan
9 pooled trusts
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARP PACKAGING SERVICES LLC.
Plan sponsor
Name
SHARP PACKAGING SERVICES LLC
EIN
23-1989163
Address
7451 KEEBLER WAY · ALLENTOWN, PA · 18106
Phone
(610) 395-5800
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | ADVISOR | $11K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | SECURITIES BROKER | $2 | — |
Investments
33 direct securities · 9 pooled funds· $71.3M(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
$54.3M
32 holdings
Mutual Funds
$12.5M
1 holding
Common Collective Trust
$4.4M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $12.5M | 18.5% | |
| Vanguard Target Retirement 2030 Fund N/R | — | — | — | $8.9M | 13.1% | |
| Vanguard Target Retirement 2035 Fund N/R | — | — | — | $7.8M | 11.5% | |
| Vanguard Target Retirement 2040 Fund N/R | — | — | — | $6.3M | 9.3% | |
| Vanguard Target Retirement 2045 Fund N/R | — | — | — | $5.0M | 7.4% | |
| Vanguard Target Retirement 2050 Fund N/R | — | — | — | $4.6M | 6.7% | |
| Vanguard Target Retirement 2020 Fund N/R | — | — | — | $3.7M | 5.4% | |
| VANGUARD RETRMNT SAVINGS TRUST VANGUARD · EIN 23-2186884 / PN 034 | Common Collective Trust | — | — | $3.2M | 4.8% | |
| Vanguard Retrmnt Savings Trust | — | — | — | $3.2M | 4.8% | |
| Vanguard Target Retirement 2055 Fund N/R | — | — | — | $2.5M | 3.7% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | — | — | — | $2.1M | 3.1% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $1.1M | 1.7% | |
| Vanguard Growth Index Fund Admiral Shares N/R | — | — | — | $967K | 1.4% | |
| Vanguard Wellington Fund Admiral Shares N/R | — | — | — | $904K | 1.3% | |
| Vanguard Target Retirement 2060 Fund N/R | — | — | — | $901K | 1.3% | |
| Self-Directed Brokerage Accounts Charles Schwab Personal Choice Reitrement Account N/R | — | — | — | $770K | 1.1% | |
| Vanguard Strategic Equity Fund Investor N/R | — | — | — | $667K | 1.0% | |
| Shares Fidelity Investments Fidelity Extended Market Index Fund N/R | — | — | — | $667K | 1.0% | |
| Vanguard Windsor Fund Admiral Shares N/R | — | — | — | $596K | 0.9% | |
| Vanguard Target Retirement Income Fund N/R | — | — | — | $537K | 0.8% | |
| John Hancock John Hancock Bond Fund Class R6 N/R | — | — | — | $495K | 0.7% | |
| STATE STREET S&P 500 IDX CLASS II STATE STREET · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $473K | 0.7% | |
| Vanguard Val Index Adm | — | — | — | $390K | 0.6% | |
| Vanguard Prime Money Mkt Admiral | — | — | — | $358K | 0.5% | |
| Market Fund Admiral Shares Fidelity Investments Fidelity Total International Index Fund N/R | — | — | — | $343K | 0.5% | |
| Vanguard Target Retirement 2065 Fund N/R | — | — | — | $267K | 0.4% | |
| Vanguard Explorer Fund Admiral Shares N/R | — | — | — | $230K | 0.3% | |
| Insurance Contracts at Contract Value * Transamerica Life Insurance Transamerica Guaranteed Investment Option N/R | — | — | — | $229K | 0.3% | |
| MFS International Diversification Fund Class N/R | — | — | — | $219K | 0.3% | |
| AB US LG CAP GR L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $212K | 0.3% | |
| R6 Fidelity Investments Fidelity Advisor Small Cap Value Fund - Class N/R | — | — | — | $163K | 0.2% | |
| Class L Fund * State Street Bank and Trust State Street Emerging Markets Index N/R | — | — | — | $141K | 0.2% | |
| STATE ST EMRG MKTS IDX SL CL II STATE STREET · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $141K | 0.2% | |
| STATE ST GL ALL CP EX US IDX CL II STATE STREET · EIN 04-0025081 / PN 444 | Common Collective Trust | — | — | $130K | 0.2% | |
| STATE ST RUSSELL SM CP IDX SL CL II STATE STREET · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $80K | 0.1% | |
| Company Securities Lending Series Fund Class II * State Street Bank and Trust State Street S&P Midcap Index Securities N/R | — | — | — | $76K | 0.1% | |
| STATE ST S&P MD CP IDX SL CL XIV STATE STREET · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $76K | 0.1% | |
| Z Fidelity Investments Fidelity U.S. Bond Index Fund N/R | — | — | — | $66K | <0.1% | |
| STATE STREET U.S. BD IDX CL XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $52K | <0.1% | |
| State Street State Street Institutional U.S. Government N/R | — | — | — | $21K | <0.1% | |
| Money Market Fund Premier Class * Vanguard Target Retirement 2070 Fund N/R | — | — | — | $4K | <0.1% | |
| VFTC RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
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