Back to filter
Original filing (PDF)20251003125428NAL0003392450001
M&Q PACKAGING LLC
Form 5500
FILING_RECEIVED
M&Q PACKAGING LLC 401K
401(k) retirement plan
Active participants
545
Accounts w/ balance
433
Plan assets (EOY)
$41.2M
Net assets (EOY)
$41.2M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M&Q PACKAGING LLC.
Plan sponsor
Name
M&Q PACKAGING LLC
EIN
23-2108333
Address
542 N. LEWIS RD., SUITE 206 · LIMERICK, PA · 19468
Phone
(267) 498-4000
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
2025-10-03
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
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
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 | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC | 16-1486454 | — | ADVISOR | $62K | — |
Investments
30 direct securities · 1 pooled fund· $41.2M(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
$40.5M
30 holdings
Common Collective Trust
$685K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2030 Fund Class R | — | — | — | $7.9M | 19.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund Class R | — | — | — | $6.5M | 15.8% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund Class R | — | — | — | $5.4M | 13.1% | |
| Alliance Bernstein Large Cap Growth Z | — | — | — | $4.8M | 11.7% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund Class R | — | — | — | $2.9M | 6.9% | |
| Fidelity Management Trust Company Spartan 500 Index Investment Fund Adv | — | — | — | $2.9M | 6.9% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund Class R | — | — | — | $1.6M | 4.0% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund Class R | — | — | — | $1.6M | 3.8% | |
| Fidelity Management Trust Company Balanced Z Fund | — | — | — | $1.2M | 2.8% | |
| Fidelity Management Trust Company Spartan Extended Market Index Fund Adv | — | — | — | $855K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund Class R | — | — | — | $757K | 1.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $685K | 1.7% | |
| Harbor Funds Harbor MidCap Value Fund Administrative Class | — | — | — | $649K | 1.6% | |
| Columbia Small Cap Index l2 | — | — | — | $627K | 1.5% | |
| Pioneer Bond Fund K | — | — | — | $517K | 1.3% | |
| Participant loans Interest from 4.25% to 9.50% | — | — | — | $426K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund Class R 7 T. Rowe Price T. Rowe Price Retirement 2020 Fund Class R | — | — | — | $408K | 1.0% | |
| JP Morgan Value Advantage Fund Class R6 | — | — | — | $265K | 0.6% | |
| Hartford Mid Cap R6 | — | — | — | $214K | 0.5% | |
| BlackRock High Yield Bond K | — | — | — | $200K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund Class R | — | — | — | $181K | 0.4% | |
| Fidelity Management Trust Company Government Money Market Fund 195 Federated MDT Small Cap Growth Fund R6 | — | — | — | $128K | 0.3% | |
| Fidelity Management Trust Company Spartan International Index Fund Adv | — | — | — | $102K | 0.2% | |
| Royce Opportunity Fund Service Class | — | — | — | $91K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund Class R | — | — | — | $84K | 0.2% | |
| Fidelity Management Trust Company Emerging Markets Discovery Z | — | — | — | $71K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund Class R | — | — | — | $68K | 0.2% | |
| Cohen & Steers Real Estate Fund Z | — | — | — | $34K | <0.1% | |
| Invesco Short Term Bond R6 | — | — | — | $30K | <0.1% | |
| Artisan Funds Artisan International Fund | — | — | — | $28K | <0.1% | |
| ClearBridge International Value Class IS 525 BlackRock GNMA Portfolio Class K | — | — | — | $13K | <0.1% |
Related plans
Other plans using WILMINGTON TRUST NATIONAL ASSOC
JOINT BOARD OF TRUSTEES OF DISTRICT 9 I.A.M & A.W. PENSION TRUST
DISTRICT NO. 9 INTERNATIONAL ASSOCIATION OF MACHIN AEROSPACE WORKERS PENSION PLAN
$749.5M · 1,925 participants
JOINT PENSION FUND LOCAL UNION 164 IBEW
JOINT PENSION FUND LOCAL UNION IBEW
$599.4M · 1,746 participants
JOINT WELFARE FUND LOCAL UNION 164 IBEW
JOINT WELFARE FUND OF LOCAL UNION 164 IBEW
$186.7M · 2,291 participants
BEEBE HEALTHCARE
BEEBE MEDICAL CENTER PENSION PLAN
$129.8M · 534 participants
SYRACUSE ORTHOPEDIC SPECIALISTS, PC
SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. RETIREMENT INCENTIVE SAVINGS PLAN
$106.8M · 752 participants
NORTHSTAR GROUP SERVICES, INC.
NORTHSTAR GROUP SERVICES, INC. 401(K) RETIREMENT PLAN
$88.1M · 1,370 participants
Similar-size Manufacturing plans
ILPEA INDUSTRIES, INC.
ILPEA INDUSTRIES 401(K) PLAN
$40.9M · 577 participants
FERNCO, INC.
COOPER COMPANIES, INC. 401(K) PROFIT SHARING PLAN
$41.6M · 270 participants
SCHUTZ CONTAINER SYSTEMS, INC.
SCHUTZ CONTAINER SYSTEMS, INC. EMPLOYEE'S 401(K) RETIREMENT PLAN
$40.8M · 824 participants
ASSOCIATED MATERIALS, LLC
ALSIDE RETIREMENT PLAN
$40.8M · 79 participants
REHRIG PACIFIC HOLDINGS INC
REHRIG PACIFIC HOLDINGS INC. ESOP
$40.4M · 1,251 participants
PURPLE INNOVATION, LLC
PURPLE 401(K) PLAN
$40.4M · 1,079 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B