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Original filing (PDF)20251002050955NAL0000093907001
UNION BEVERAGE PACKERS LLC
Form 5500
FILING_RECEIVED
UNION BEVERAGE 401(K) PLAN
401(k) retirement plan
Active participants
294
Accounts w/ balance
217
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION BEVERAGE PACKERS LLC.
Plan sponsor
Name
UNION BEVERAGE PACKERS LLC
EIN
26-0060952
Address
600 NORTH UNION AVE · HILLSIDE, NJ · 07205
Phone
(908) 206-9111
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
2025-10-02
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)
Audit & trust (Schedule H)
Auditor
MURPHY MILLER & BAGLIERI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
Investments
27 direct securities · 1 pooled fund· $4.2M(94% 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.
Registered Investment Companies
$4.1M
27 holdings
Common Collective Trust
$74K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $861K | 19.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $603K | 13.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $513K | 11.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $460K | 10.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $288K | 6.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $285K | 6.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $280K | 6.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $189K | 4.3% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $116K | 2.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $109K | 2.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $74K | 1.7% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $62K | 1.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $56K | 1.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $48K | 1.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $36K | 0.8% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $23K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $20K | 0.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $19K | 0.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $16K | 0.4% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $16K | 0.4% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $14K | 0.3% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $13K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $13K | 0.3% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $12K | 0.3% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $12K | 0.3% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $11K | 0.3% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $6K | 0.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $4K | <0.1% |
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