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Original filing (PDF)20251007160141NAL0011740722001
PRIORITY PLASTICS INC.
Form 5500
FILING_RECEIVED
PRIORITY PLASTICS INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
205
Accounts w/ balance
221
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIORITY PLASTICS INC..
Plan sponsor
Name
PRIORITY PLASTICS INC.
EIN
26-3348057
Address
500 INDUSTRIAL PARK DRIVE · PORTLAND, IN · 47371
Phone
(260) 726-7000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
LOPATA FLEGEL & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RT JONES CAPITAL EQUITIES MGMT INC | 20-1090152 | — | NONE | $19K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $4K | — |
| FIRST HEARTLAND CNSLTNTS | 43-1635589 | — | NONE | $0 | — |
Investments
36 direct securities · 1 pooled fund· $15.8M(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
$8.2M
36 holdings
Pooled Separate Account
$7.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $7.6M | 92.3% | |
| PIONEER BOND A MUTUAL FUND SHARES 0 | — | — | — | $881K | 10.7% | |
| GOLDMAN SACHS GOLDMANSACHS LRG CP GR INS SVC MUTUAL FUND SHARES 0 | — | — | — | $872K | 10.6% | |
| STATE STREET GLOBAL STATE ST S&P 500 INDX CL I MUTUAL FUND SHARES 0 | — | — | — | $647K | 7.9% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | — | — | — | $562K | 6.8% | |
| GOLDMAN SACHS GOLDMANSACHS MIDCAP GRTH SVC MUTUAL FUND SHARES 0 | — | — | — | $538K | 6.5% | |
| FIDELITY ADV EQTY GRTH M MUTUAL FUND SHARES 0 | — | — | — | $494K | 6.0% | |
| ALGER CAP APP INST R MUTUAL FUND SHARES 0 | — | — | — | $448K | 5.4% | |
| PIONEER SEL MID CAP GROWTH A MUTUAL FUND SHARES 0 | — | — | — | $412K | 5.0% | |
| GOLDMAN SACHS GOLDMANSACHS MONEY MKT GVT RES MUTUAL FUND SHARES 0 | — | — | — | $396K | 4.8% | |
| GOLDMAN SACHS GOLDMANSACHS TECH OPPS SVC MUTUAL FUND SHARES 0 | — | — | — | $302K | 3.7% | |
| THORNBURG INTL EQ R3 MUTUAL FUND SHARES 0 | — | — | — | $289K | 3.5% | |
| FRANKLIN/TEMPLETON PUTNAM LARGE CAP VALUE A MUTUAL FUND SHARES 0 | — | — | — | $286K | 3.5% | |
| FEDERATED FED HERM MDT SM CAP CORE A MUTUAL FUND SHARES 0 | — | — | — | $282K | 3.4% | |
| STATE STREET GLOBAL STATE ST S&P MIDCAP IDX CL A MUTUAL FUND SHARES 0 | — | — | — | $264K | 3.2% | |
| MFS MID CAP VALUE R2 MUTUAL FUND SHARES 0 | — | — | — | $258K | 3.1% | |
| THORNBURG LTD-TERM INC R3 MUTUAL FUND SHARES 0 | — | — | — | $163K | 2.0% | |
| AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R3 MUTUAL FUND SHARES 0 | — | — | — | $160K | 1.9% | |
| GREAT GRAY TRUST BLACKRCK LIFEPTH IDX RET CL95 MUTUAL FUND SHARES 0 2 GREAT GRAY TRUST BLACKRCK LIFEPTH IDX 2030 CL95 MUTUAL FUND SHARES 0 | — | — | — | $140K | 1.7% | |
| PRUDENTIAL PGIM HIGH-YIELD A MUTUAL FUND SHARES 0 | — | — | — | $131K | 1.6% | |
| VICTORY SYCAM ESTABLISH VAL R MUTUAL FUND SHARES 0 | — | — | — | $86K | 1.0% | |
| AMERICAN FUNDS AMERFDS EUROPAC GRTH R3 MUTUAL FUND SHARES 0 | — | — | — | $83K | 1.0% | |
| AMERICAN FUNDS AMERFDS FDAMENTAL INVS R3 MUTUAL FUND SHARES 0 | — | — | — | $78K | 1.0% | |
| FEDERATED FED HERM KAUF LG CAP A MUTUAL FUND SHARES 0 | — | — | — | $71K | 0.9% | |
| PARTICIPANTS LOANS 4.25% TO 9.5% 0 | — | — | — | $68K | 0.8% | |
| INVESCO SMCAP GRTH R MUTUAL FUND SHARES 0 | — | — | — | $67K | 0.8% | |
| INVESCO DIVERSIFIED DIV A MUTUAL FUND SHARES 0 | — | — | — | $49K | 0.6% | |
| STATE STREET GLOBAL STATE ST RUSSLL SMCAP IDX CL I MUTUAL FUND SHARES 0 | — | — | — | $42K | 0.5% | |
| AMERICAN CENTURY AMERCENT MIDCAP VAL A MUTUAL FUND SHARES 0 | — | — | — | $32K | 0.4% | |
| INVESCO DEVELOPING MKTS A MUTUAL FUND SHARES 0 | — | — | — | $21K | 0.3% | |
| LORD ABBETT LORD ABBETT INTL OPP R3 MUTUAL FUND SHARES 0 | — | — | — | $7K | <0.1% | |
| GREAT GRAY TRUST BLACKRCK LIFEPTH IDX 2035 CL95 MUTUAL FUND SHARES 0 | — | — | — | $6K | <0.1% | |
| GREAT GRAY TRUST BLACKRCK LIFEPTH IDX 2055 CL95 MUTUAL FUND SHARES 0 2 BLACKROCK BLACKRCK RUSSELL 2000VAL CL66 MUTUAL FUND SHARES 0 | — | — | — | $5K | <0.1% | |
| STATE STREET GLOBAL STATE ST INTL INDX CL I MUTUAL FUND SHARES 0 | — | — | — | $4K | <0.1% | |
| AMERICAN CENTURY AMERCENT GINNIE MAE A MUTUAL FUND SHARES 0 | — | — | — | $4K | <0.1% | |
| BLACKROCK MID-CAP GRO EQUITY R MUTUAL FUND SHARES 0 | — | — | — | $3K | <0.1% | |
| DEUTSCHE DWS RREEF REAL ESTATE SECS A MUTUAL FUND SHARES 0 | — | — | — | $2K | <0.1% |