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Original filing (PDF)20251118160250NAL0004270096001
BLUE LABEL PACKAGING CO.
Form 5500
FILING_RECEIVED
BLUE LABEL PACKAGING CO. SAFE HARBOR 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~97 bps in Sched C fees
Active participants
134
Accounts w/ balance
153
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 97 bps in Schedule C fees — 87% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE LABEL PACKAGING CO..
Plan sponsor
Name
BLUE LABEL PACKAGING CO.
EIN
31-0963794
Address
3750 LANCASTER · NEW LEXINGTON ROAD SE · LANCASTER, OH · 43130
Phone
(866) 506-2583
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-11-18
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
CLARK ,SCHAEFER, HACKETT & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $29K | — |
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $17K | — |
Investments
31 direct securities · 1 pooled fund· $8.8M(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.
Registered Investment Companies
$8.8M
31 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.4M | 15.7% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $1.1M | 12.1% | |
| AMF GROWTH AND INCOME PORT R6 | Registered Investment Companies | — | — | $734K | 8.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $704K | 8.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $418K | 4.7% | |
| AMERICAN FUNDS EUPAC R6 | Registered Investment Companies | — | — | $409K | 4.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $382K | 4.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $356K | 4.0% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $344K | 3.9% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $342K | 3.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $236K | 2.7% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $220K | 2.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $216K | 2.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $210K | 2.4% | |
| MACQUARIE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $210K | 2.4% | |
| COL SEL MID CAP VALUE I3 | Registered Investment Companies | — | — | $206K | 2.3% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $202K | 2.3% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $188K | 2.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $181K | 2.0% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $173K | 2.0% | |
| DFA US LARGE CO FUND I | Registered Investment Companies | — | — | $139K | 1.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $131K | 1.5% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $127K | 1.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $126K | 1.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $49K | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $21K | 0.2% | |
| GOLDMAN SACHS FIN SQ GOVT FST | Registered Investment Companies | — | — | $20K | 0.2% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $17K | 0.2% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $17K | 0.2% | |
| AMF CONS GRTH INC PORT R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $1K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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