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Original filing (PDF)20250925075813NAL0018877714001
AMERICAN PACKAGING CORPORATION
Form 5500
FILING_RECEIVED
AMERICAN PACKAGING CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
1,322
Accounts w/ balance
1,527
Plan assets (EOY)
$169.6M
Net assets (EOY)
$169.6M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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 AMERICAN PACKAGING CORPORATION.
Plan sponsor
Name
AMERICAN PACKAGING CORPORATION
EIN
23-2209850
Address
100 APC WAY · COLUMBUS, WI · 53925
Phone
(920) 623-2291
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
014
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $92K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | CONTRACT ADMIN | $900 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $31K | — |
Investments
35 direct securities · 1 pooled fund· $180.4M(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
$169.6M
35 holdings
Common Collective Trust
$10.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP Capital Appreciation | — | — | — | $13.5M | 7.9% | |
| Vanguard 500 Index Admiral | — | — | — | $11.3M | 6.6% | |
| Met Life Stable Value Fund | — | — | — | $10.8M | 6.4% | |
| RELIANCE METLIFE GAC SERIES 25053 C RELIANCE TRUST CT OR SVF · EIN 46-6625485 / PN 000 | Common Collective Trust | — | — | $10.8M | 6.4% | |
| Nuveen Lifecycle Index 2030 - Institutional | — | — | — | $10.1M | 6.0% | |
| American Funds New Perspective R6 | — | — | — | $9.8M | 5.8% | |
| AB Large Cap Growth Z | — | — | — | $8.2M | 4.8% | |
| MFS International Diversification R6 | — | — | — | $7.8M | 4.6% | |
| JP Morgan US Research Enhanced Equity R6 | — | — | — | $7.6M | 4.5% | |
| Vanguard Small Cap Index Admiral | — | — | — | $7.2M | 4.2% | |
| Pimco Total Return Fund | — | — | — | $6.6M | 3.9% | |
| American Mutual Fund - Class R6 | — | — | — | $5.9M | 3.5% | |
| Nuveen Lifecycle Index 2025 - Institutional | — | — | — | $5.3M | 3.1% | |
| Participant loans | — | — | — | $5.0M | 2.9% | |
| Nuveen Lifecycle Index 2045 - Institutional | — | — | — | $4.8M | 2.8% | |
| Nuveen Lifecycle Index 2055 - Institutional | — | — | — | $4.7M | 2.8% | |
| Franklin Small Mid Cap Growth R6 | — | — | — | $4.7M | 2.8% | |
| Nuveen Lifecycle Index 2050 - Institutional | — | — | — | $4.1M | 2.4% | |
| Invesco Discovery R6 | — | — | — | $3.8M | 2.3% | |
| Nuveen Lifecycle Index 2040 - Institutional | — | — | — | $3.7M | 2.2% | |
| Nuveen Lifecycle Index 2035 - Institutional | — | — | — | $3.5M | 2.1% | |
| Nuveen Lifecycle Index 2060 - Institutional | — | — | — | $3.1M | 1.8% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $2.9M | 1.7% | |
| Pimco International Bond USD Hedged | — | — | — | $2.9M | 1.7% | |
| Vanguard Extended Market Index Admiral | — | — | — | $2.9M | 1.7% | |
| JP Morgan Mid Cap Value R6 | — | — | — | $2.9M | 1.7% | |
| Invesco Short Term Bond Y | — | — | — | $2.7M | 1.6% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $2.6M | 1.5% | |
| MFS Growth Allocation R6 | — | — | — | $2.6M | 1.5% | |
| Vanguard Wellesley Income Fund - Admiral Class | — | — | — | $2.0M | 1.2% | |
| Nuveen Lifecycle Index Ret Inc - Institutional | — | — | — | $1.8M | 1.1% | |
| Self-Directed Brokerage Accounts | — | — | — | $1.7M | 1.0% | |
| MFS Global Total Return R6 | — | — | — | $1.7M | 1.0% | |
| Nuveen Lifecycle Index 2065 - Institutional | — | — | — | $695K | 0.4% | |
| Nuveen Lifecycle Index 2020 - Institutional | — | — | — | $550K | 0.3% | |
| Nuveen Lifecycle Index 2015 - Institutional | — | — | — | $90K | <0.1% |