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Original filing (PDF)20250916154919NAL0004593586001
CONTAINER GRAPHICS CORPORATION
Form 5500
FILING_RECEIVED
CONTAINER GRAPHICS CORPORATION RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
314
Accounts w/ balance
297
Plan assets (EOY)
$40.6M
Net assets (EOY)
$40.6M
How this plan invests
This plan
19 pooled trusts
Schedule D
25 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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTAINER GRAPHICS CORPORATION.
Plan sponsor
Name
CONTAINER GRAPHICS CORPORATION
EIN
34-0868051
Address
114 EDINBURGH S STE 104 · CARY, NC · 275116480
Phone
(919) 481-4200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
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
BATCHELOR, TILLERY & ROBERTS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
Investments
20 direct securities · 19 pooled funds· $59.9M(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.
Pooled Separate Account
$28.9M
18 holdings
Uncategorized
$27.8M
20 holdings
Common Collective Trust
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal - Mid Cap | — | 10,249 | — | $5.6M | 13.8% | |
| PRIN MIDCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $5.6M | 13.8% | |
| American Funds - Growth Fund of America R4 | — | 63,931 | — | $4.8M | 11.7% | |
| PRIN LGCAP S&P 500 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | 13,190 | — | $4.2M | 10.3% | |
| Principal - LifeTime 2030 | — | 87,636 | — | $3.8M | 9.4% | |
| PRIN LIFETM 2030 SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $3.8M | 9.4% | |
| MORLEY STABLE VALUE I FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | 122,501 | — | $3.2M | 7.9% | |
| PRIN EQUITY INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | 52,325 | — | $3.1M | 7.7% | |
| Principal - LifeTime 2040 | — | 34,694 | — | $1.7M | 4.2% | |
| PRIN LIFETM 2040 SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.7M | 4.2% | |
| PRIN CORE PLUS BOND SEP ACT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | 1,119 | — | $1.5M | 3.8% | |
| American Funds - New Perspective R3 | — | 22,824 | — | $1.4M | 3.4% | |
| Principal - LifeTime 2050 | — | 26,773 | — | $1.4M | 3.4% | |
| PRIN LIFETM 2050 SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.4M | 3.4% | |
| Principal - International Small Cap | — | 8,292 | — | $1.3M | 3.2% | |
| PRIN INTL SMALLCAP SEP ACCT-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $1.3M | 3.2% | |
| Principal - Mid Cap S&P 400 Index | — | 10,995 | — | $1.2M | 2.9% | |
| PRIN MIDCAP S&P 400 IDX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.2M | 2.9% | |
| Principal - LifeTime 2020 | — | 28,912 | — | $1.1M | 2.7% | |
| PRIN LIFETM 2020 SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.1M | 2.7% | |
| General account - Principal guaranteed interest accounts (1) | — | — | — | $956K | 2.4% | |
| Principal - International I | — | 12,526 | — | $877K | 2.2% | |
| PRIN INTL EQ SEPARATE ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $877K | 2.2% | |
| JanusHenderson Triton S | — | 30,587 | — | $799K | 2.0% | |
| PRIN U.S. PROPERTY SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | 495 | — | $726K | 1.8% | |
| Principal - Fixed Income | — | 36,806 | — | $646K | 1.6% | |
| PRIN CORE FIX INC SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $646K | 1.6% | |
| Participant loans (4.25-10.00%, due through 2048) | — | — | — | $624K | 1.5% | |
| Principal - Small Cap Value II | — | 10,438 | — | $531K | 1.3% | |
| PRIN SMALLCAP VALUE II SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $531K | 1.3% | |
| Principal - Mid Cap Value I | — | 3,547 | — | $513K | 1.3% | |
| PRIN MIDCAP VALUE I SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $513K | 1.3% | |
| Principal - LifeTime 2060 | — | 13,366 | — | $381K | 0.9% | |
| PRIN LIFETM 2060 SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $381K | 0.9% | |
| Principal - LifeTime Strategic Income | — | 9,685 | — | $267K | 0.7% | |
| PRIN LIFETM STR INC SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $267K | 0.7% | |
| Principal - LifeTime 2070 | — | 1,765 | — | $22K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $22K | <0.1% | |
| Invesco Funds Group | — | 8 | — | $149 | <0.1% |
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