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Original filing (PDF)20250916081229NAL0004595554001
DAZPAK FLEXIBLE PACKAGING, CORP.
Form 5500
FILING_RECEIVED
DAZPAK 401(K) PLAN
401(k) retirement plan
Signals · 1
34% in single holding
Active participants
231
Accounts w/ balance
133
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Fidelity Freedom 2010 Fund Mutual fund" is 34% of plan.
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAZPAK FLEXIBLE PACKAGING, CORP..
Plan sponsor
Name
DAZPAK FLEXIBLE PACKAGING, CORP.
EIN
31-1192028
Address
2901 EAST 4TH AVE · #5 · COLUMBUS, OH · 43219
Phone
(614) 252-2121
Industry
Wholesale Tradesee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BETHKE CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | RECORDKEEPER | $100 | — |
Investments
21 direct securities · 1 pooled fund· $5.6M(95% 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.
Uncategorized
$5.5M
21 holdings
Common Collective Trust
$42K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2010 Fund Mutual fund | — | — | — | $2.0M | 34.1% | |
| Fidelity Freedom 2035 Fund Mutual fund | — | — | — | $1.5M | 25.1% | |
| Fidelity Freedom 2030 Fund Mutual fund | — | — | — | $530K | 9.1% | |
| Fidelity Freedom 2020 Fund Mutual fund | — | — | — | $468K | 8.0% | |
| Fidelity Freedom 2040 Fund Mutual fund | — | — | — | $387K | 6.6% | |
| Fidelity Freedom 2025 Fund Mutual fund | — | — | — | $203K | 3.5% | |
| Fidelity Freedom 2050 Fund Mutual fund | — | — | — | $177K | 3.0% | |
| Fidelity Freedom 2055 Fund Mutual fund | — | — | — | $91K | 1.5% | |
| Fidelity Freedom 2015 Fund Mutual fund | — | — | — | $77K | 1.3% | |
| Fidelity Freedom 2065 Fund Mutual fund | — | — | — | $56K | 1.0% | |
| Lessor or Similar Party Investment ** Value Federated Hermes Capital Preservation Fund Collective trust fund | — | — | — | $42K | 0.7% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $42K | 0.7% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $10K | 0.2% | |
| Fidelity Blue Chip Growth K6 Fund Mutual fund | — | — | — | $9K | 0.2% | |
| Fidelity Global ex US Index Fund Mutual fund | — | — | — | $7K | 0.1% | |
| JPMorgan US Equity R6 Fund Mutual fund | — | — | — | $5K | <0.1% | |
| Fidelity Total Bond K6 Fund Mutual fund | — | — | — | $3K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual fund ** 41 * Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $2K | <0.1% | |
| Fidelity Small Cap Growth K6 Fund Mutual fund | — | — | — | $2K | <0.1% | |
| Fidelity Government Money Market Fund Mutual fund | — | — | — | $2K | <0.1% | |
| Fidelity Equity-Income K6 Fund Mutual fund | — | — | — | $2K | <0.1% | |
| PIMCO RAE Emerging Markets Fund Mutual fund | — | — | — | $1K | <0.1% |
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