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Original filing (PDF)20251014140909NAL0006236834001
MULTI-PLASTICS, INC.
Form 5500
FILING_RECEIVED
MULTI-PLASTICS, INC. SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
426
Accounts w/ balance
444
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.3M
How this plan invests
This plan
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Shaffer Capital Moderate Passive - Active Mutual fund" is 32% of plan.
- 56 bps in Schedule C fees — 94% 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 MULTI-PLASTICS, INC..
Plan sponsor
Name
MULTI-PLASTICS, INC.
EIN
31-0965449
Address
7770 NORTH CENTRAL AVENUE · LEWIS CENTER, OH · 43035
Phone
(740) 548-4894
Industry
Manufacturingsee all
Plan administrator
Name
MULTI-PLASTICS, INC.
EIN
31-0965449
City
LEWIS CENTER, OH
Phone
(740) 548-4894
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKE & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHAFFER CAPITAL ADVISERS, LLC | — | WESTERVILLE, OH | INVESTMENT MANAGER | $39K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $86K | — |
Investments
50 direct securities· $22.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Shaffer Capital Moderate Passive - Active Mutual fund | — | — | — | $7.2M | 32.4% | |
| Shaffer Capital Aggressive Active Mutual fund | — | — | — | $4.5M | 20.4% | |
| Shaffer Capital Moderate Active Mutual fund | — | — | — | $2.4M | 10.9% | |
| Shaffer Capital Moderate Passive Mutual fund | — | — | — | $1.4M | 6.5% | |
| Passive * Shaffer Capital Moderate Conservative - Mutual fund | — | — | — | $709K | 3.2% | |
| Participant Notes Receivable Ranges from 4.25% to $ - | — | — | — | $697K | 3.1% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $613K | 2.7% | |
| AdvisorTrust FDIC Insured DDA Money market fund | — | — | — | $580K | 2.6% | |
| Shaffer Capital Moderate Aggressive - Mutual fund | — | — | — | $570K | 2.6% | |
| Active * Shaffer Capital Moderate Conservative - Mutual fund | — | — | — | $470K | 2.1% | |
| Putnam Large Cap Growth R6 Mutual fund | — | — | — | $463K | 2.1% | |
| Shaffer Capital Aggressive Passive Mutual fund | — | — | — | $460K | 2.1% | |
| Shaffer Capital Conservative Passive Mutual fund | — | — | — | $292K | 1.3% | |
| GS GQG Partners Intl Opportunities Mutual fund | — | — | — | $199K | 0.9% | |
| Hartford Dividend and Growth R6 Mutual fund | — | — | — | $162K | 0.7% | |
| Vanguard Mid Cap Index Admiral Mutual fund | — | — | — | $157K | 0.7% | |
| Shaffer Capital Conservative Active Mutual fund | — | — | — | $151K | 0.7% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $147K | 0.7% | |
| Vanguard IntermTerm - Bond Index Adm Mutual fund | — | — | — | $135K | 0.6% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $119K | 0.5% | |
| Congress Small Cap Growth Institutional Mutual fund | — | — | — | $116K | 0.5% | |
| Bridgeway SmallCap Value Mutual fund | — | — | — | $108K | 0.5% | |
| Vanguard Developed Markets Index Mutual fund | — | — | — | $87K | 0.4% | |
| Thrivent Small Cap Stock S Mutual fund | — | — | — | $82K | 0.4% | |
| As of December 31, 2024 * Shaffer Capital Ultra Conservative - Active Mutual fund | — | — | — | $56K | 0.3% | |
| Vanguard ShortTerm Investment Grade Mutual fund | — | — | — | $49K | 0.2% | |
| Shaffer Capital Ultra Conservative - Mutual fund ** 257 Passive Thrivent Mid Cap Stock Fund Class S Mutual fund | — | — | — | $33K | 0.1% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $31K | 0.1% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $23K | 0.1% | |
| Columbia Select Mid Cap Value Fund Insti Mutual fund | — | — | — | $19K | <0.1% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $16K | <0.1% | |
| Congress Mid Cap Growth Institutional Mutual fund | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $9K | <0.1% | |
| Vanguard HighYield - Corporate Adm Mutual fund | — | — | — | $9K | <0.1% | |
| Admiral Vanguard Emerging Mkts Stock Idx Adm Mutual fund | — | — | — | $9K | <0.1% | |
| Fidelity Advisor Intl Small Cap I Mutual fund ** 545 Fidelity Advisor Emerg Mkts Discv I Mutual fund | — | — | — | $9K | <0.1% | |
| Vanguard Real Estate Index Admiral Mutual fund | — | — | — | $7K | <0.1% | |
| JPMorgan US Equity R6 Mutual fund | — | — | — | $5K | <0.1% | |
| Adm Vanguard Small Cap Index Adm Mutual fund | — | — | — | $5K | <0.1% | |
| PIMCO International Bond Instl Mutual fund | — | — | — | $5K | <0.1% | |
| Pioneer International Equity Y Mutual fund | — | — | — | $5K | <0.1% | |
| American Funds Bond Fund of Amer R6 Mutual fund | — | — | — | $5K | <0.1% | |
| PIMCO Low Duration Income Instl Mutual fund | — | — | — | $5K | <0.1% | |
| Goldman Sachs Intl Equity Income R6 Mutual fund | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $4K | <0.1% | |
| Baron Real Estate Fund Class R6 Mutual fund | — | — | — | $3K | <0.1% | |
| Manning & Napier High Yield Bond I Mutual fund | — | — | — | $3K | <0.1% | |
| Vanguard Total Intl Bd Idx Admiral Mutual fund | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2065 Inv Mutual fund | — | — | — | $2K | <0.1% | |
| American Century Global Real Estate R6 Mutual fund | — | — | — | $1K | <0.1% |
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