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Original filing (PDF)20251015163933NAL0006799008001
PROCESS TECHNOLOGIES & PACKAGING
Form 5500
FILING_RECEIVED
HK KOLMAR USA LLC 401K PLAN
401(k) retirement plan
Active participants
163
Accounts w/ balance
151
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
- 65 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 PROCESS TECHNOLOGIES & PACKAGING.
Plan sponsor
Name
PROCESS TECHNOLOGIES & PACKAGING
EIN
27-1649293
Address
102 LIFE SCIENCE DRIVE · SCOTT TOWNSHIP, PA · 18447
Phone
(570) 587-8326
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KLICHS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
Investments
25 direct securities · 1 pooled fund· $2.2M(96% 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
$2.1M
24 holdings
Uncategorized
$79K
1 holding
Common Collective Trust
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $364K | 16.1% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $337K | 14.8% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $229K | 10.1% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $228K | 10.0% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $174K | 7.7% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $172K | 7.6% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $160K | 7.0% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $111K | 4.9% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $81K | 3.6% | |
| T. ROWE PRICE DIVIDEND GR I | — | — | — | $79K | 3.5% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $70K | 3.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $68K | 3.0% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $19K | 0.8% | |
| FID FREEDOM INDEX 2010 PREMIER 134 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $15K | 0.7% | |
| MFS TOTAL RETURN - R6 179 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX INC PREMIER 134 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $12K | 0.5% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $11K | 0.5% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $11K | 0.5% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $9K | 0.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $7K | 0.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $6K | 0.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $4K | 0.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $4K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $4K | 0.2% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $4K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $4K | 0.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $2K | <0.1% |
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