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Original filing (PDF)20251015090853NAL0002063795001
GLOBAL PACKAGING, INC.
Form 5500
FILING_RECEIVED
GLOBAL PACKAGING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
342
Accounts w/ balance
364
Plan assets (EOY)
$46.2M
Net assets (EOY)
$46.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL PACKAGING, INC..
Plan sponsor
Name
GLOBAL PACKAGING, INC.
EIN
23-2863392
Address
PO BOX 187 · OAKS, PA · 194560187
Phone
(610) 666-1608
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
2U · Association Retirement Plan
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 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $103K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $89K | — |
Investments
31 direct securities · 3 pooled funds· $52.7M(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
$46.2M
31 holdings
Pooled Separate Account
$6.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balncd Index Admrl Fd | — | — | $0 | $9.4M | 20.3% | |
| Vanguard Dev Mkts Index Adm Fd | — | — | $0 | $4.9M | 10.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.9M | 10.7% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $4.1M | 9.0% | |
| Vanguard MidCap Val Idx Adm Fd | — | — | $0 | $3.1M | 6.7% | |
| VANGUARD TGT RMT 2070 INV FUND | — | — | $0 | $3.1M | 6.7% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | $0 | $2.9M | 6.3% | |
| Vanguard Value Index Adm Fund | — | — | $0 | $2.7M | 5.9% | |
| Vanguard MidCp Grth Idx Adm Fd | — | — | $0 | $2.2M | 4.7% | |
| Vanguard RE Index Adm Fund | — | — | $0 | $1.8M | 3.8% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | — | — | $0 | $1.3M | 2.9% | |
| Participant Loans | — | — | $0 | $1.2M | 2.7% | |
| Vanguard Sm Cap Gr Idx Adm Fd | — | — | $0 | $1.1M | 2.3% | |
| Vanguard Emg Mk Stk Idx Adm Fd | — | — | $0 | $1.0M | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.0M | 2.2% | |
| Prin LgCp S&P 500 Index SA-Z | — | — | $0 | $889K | 1.9% | |
| Nuveen Large Cap Gr Indx R6 | — | — | $0 | $856K | 1.9% | |
| Vanguard Tgt Rmt 2050 Inv Fund | — | — | $0 | $854K | 1.8% | |
| Vanguard Tgt Rmt 2045 Inv Fund | — | — | $0 | $845K | 1.8% | |
| Vanguard Tgt Rmt 2020 Inv Fund | — | — | $0 | $820K | 1.8% | |
| EATON VANCE HI INC OPP I FD | — | — | $0 | $700K | 1.5% | |
| FED HERMES GOV OBLG PRMR FD | — | — | $0 | $631K | 1.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $631K | 1.4% | |
| BLACKROCK COMM STR PORT K FD | — | — | $0 | $234K | 0.5% | |
| Vanguard Tgt Rmt 2040 Inv Fund | — | — | $0 | $229K | 0.5% | |
| Vanguard Tgt Rmt 2065 Inv Fund | — | — | $0 | $187K | 0.4% | |
| Vanguard Tgt Rmt 2060 Inv Fund | — | — | $0 | $180K | 0.4% | |
| Prin Fixed Inc Guar Option | — | — | $0 | $174K | 0.4% | |
| Vanguard Tgt Rmt 2030 Inv Fund | — | — | $0 | $169K | 0.4% | |
| Vanguard Tgt Rmt 2025 Inv Fund | — | — | $0 | $168K | 0.4% | |
| Vanguard Tgt Rmt 2035 Inv Fund | — | — | $0 | $158K | 0.3% | |
| Vanguard Tgt Rmt 2055 Inv Fund | — | — | $0 | $144K | 0.3% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | $0 | $46K | <0.1% | |
| Vanguard Tgt Rmt Inc Inv Fund | — | — | $0 | $3K | <0.1% |