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Original filing (PDF)20250910131514NAL0021199153001
ARCHBOLD CONTAINER CORPORATION
Form 5500
FILING_RECEIVED
ARCHBOLD CONTAINER CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
161
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
59 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
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCHBOLD CONTAINER CORPORATION.
Plan sponsor
Name
ARCHBOLD CONTAINER CORPORATION
EIN
34-1245700
Address
800 WEST BARRE ROAD · ARCHBOLD, OH · 43502
Phone
(419) 446-0533
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | RECORDKEEPER | $69K | — |
Investments
58 direct securities· $33.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPM SMARTRET 2040 R6 MUTUAL FUNDS | — | — | — | $2.6M | 14.9% | |
| JPMorgan SmartRetirement 2040 Fund R6 1,605,069 | — | — | — | $2.6M | 14.9% | |
| JPM SMARTRET 2025 R6 MUTUAL FUNDS | — | — | — | $2.4M | 13.7% | |
| JPMorgan SmartRetirement 2025 Fund R6 1,792,785 | — | — | — | $2.4M | 13.7% | |
| JPM SMARTRET 2030 R6 MUTUAL FUNDS | — | — | — | $2.4M | 13.6% | |
| JPMorgan SmartRetirement 2030 Fund R6 1,676,151 | — | — | — | $2.4M | 13.6% | |
| JPM SMARTRET 2050 R6 MUTUAL FUNDS | — | — | — | $1.9M | 11.2% | |
| JPMorgan SmartRetirement 2050 Fund R6 1,153,871 | — | — | — | $1.9M | 11.2% | |
| JPM SMARTRET 2035 R6 MUTUAL FUNDS | — | — | — | $1.2M | 6.8% | |
| JPMorgan SmartRetirement 2035 Fund R6 775,962 | — | — | — | $1.2M | 6.8% | |
| JPM SMARTRET 2020 R6 MUTUAL FUNDS | — | — | — | $1.1M | 6.4% | |
| JPMorgan SmartRetirement 2020 Fund R6 889,704 | — | — | — | $1.1M | 6.4% | |
| NW FIXED SELECT OPTION FIXED ACCOUNT | — | — | — | $917K | 5.3% | |
| Harbor Capital Appreciation Fund I 567,744 | — | — | — | $872K | 5.0% | |
| HARBOR CAP APP RTRMT MUTUAL FUNDS | — | — | — | $872K | 5.0% | |
| JPMorgan SmartRetirement 2045 Fund R6 442,475 | — | — | — | $741K | 4.3% | |
| JPM SMARTRET 2045 R6 MUTUAL FUNDS | — | — | — | $741K | 4.3% | |
| NW Geneva Small Cap Growth Fund I 308,309 | — | — | — | $645K | 3.7% | |
| NW GENEVA SMCAPGR INST SVC MUTUAL FUNDS | — | — | — | $645K | 3.7% | |
| BARON ASST INST MUTUAL FUNDS | — | — | — | $544K | 3.1% | |
| Baron Asset Fund I 480,555 | — | — | — | $544K | 3.1% | |
| INVSCO OPP INTL GR R6 MUTUAL FUNDS | — | — | — | $391K | 2.2% | |
| Invesco Oppenheimer International Growth Fund - Class R6 379,696 | — | — | — | $391K | 2.2% | |
| BLKRK LGCAP INDX K MUTUAL FUNDS | — | — | — | $330K | 1.9% | |
| BlackRock iShares Russell 1000 Large-Cap Index Fund K 152,565 | — | — | — | $330K | 1.9% | |
| Columbia Contrarian Core Fund I3 119,428 | — | — | — | $269K | 1.5% | |
| COL CONTRA COR INST3 MUTUAL FUNDS | — | — | — | $269K | 1.5% | |
| MFS VAL R6 MUTUAL FUNDS | — | — | — | $183K | 1.1% | |
| JPMorgan SmartRetirement Income Fund R6 426 ** 532 MFS Value Fund R6 84,788 | — | — | — | $183K | 1.1% | |
| BLKRK IS RSL2000SMCPIND K MUTUAL FUNDS | — | — | — | $135K | 0.8% | |
| BlackRock iShares Russell 2000 Small-Cap Index Fund K 79,585 | — | — | — | $135K | 0.8% | |
| PTNM SMCAP VAL Y MUTUAL FUNDS | — | — | — | $98K | 0.6% | |
| Parnassus Midcap Fund 178 ** 377 Putnam Small Cap Value Fund Y 85,075 | — | — | — | $98K | 0.6% | |
| BNYMEL BD MKT INDX I MUTUAL FUNDS | — | — | — | $90K | 0.5% | |
| BNY Mellon Bond Market Index Fund I 84,803 | — | — | — | $90K | 0.5% | |
| JPM SMARTRET 2060 R6 MUTUAL FUNDS | — | — | — | $79K | 0.5% | |
| JPMorgan SmartRetirement 2060 Fund R6 46,788 | — | — | — | $79K | 0.5% | |
| BlackRock High Yield Bond Portfolio K 52,861 | — | — | — | $76K | 0.4% | |
| BLKRK ISRSSLL MDCAPINDX K MUTUAL FUNDS | — | — | — | $56K | 0.3% | |
| BlackRock iShares Russell Mid-Cap Index Fund K 31,217 | — | — | — | $56K | 0.3% | |
| JPMorgan Large Cap Gr R6 10,919 | — | — | — | $52K | 0.3% | |
| JPM LGCAP GR R6 MUTUAL FUNDS | — | — | — | $52K | 0.3% | |
| AQR LNG SHRT EQ I MUTUAL FUNDS | — | — | — | $52K | 0.3% | |
| AQR Long-Short Equity I 28,990 | — | — | — | $52K | 0.3% | |
| Fidelity New Millennium Fund 52,898 | — | — | — | $52K | 0.3% | |
| FIDADV TECH A MUTUAL FUNDS | — | — | — | $52K | 0.3% | |
| Fidelity Advisor Technology Fund - Class A 38,078 | — | — | — | $52K | 0.3% | |
| REGISTERED INVESTMENT COMPANIES Allspring Precious Metals Inst 34,612 | — | — | — | $49K | 0.3% | |
| AS PREC MTLS INST MUTUAL FUNDS | — | — | — | $49K | 0.3% | |
| Nationwide GQG US Quality Equity Fund - Class R6 46,740 | — | — | — | $49K | 0.3% | |
| NW GQG US QULTY EQ R6 MUTUAL FUNDS | — | — | — | $49K | 0.3% | |
| JPM SMARTRET 2055 R6 MUTUAL FUNDS | — | — | — | $41K | 0.2% | |
| JPMorgan SmartRetirement 2055 Fund R6 24,455 | — | — | — | $41K | 0.2% | |
| JNHNCK DSCPLD VAL MDCAP R6 MUTUAL FUNDS | — | — | — | $31K | 0.2% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 25,618 | — | — | — | $31K | 0.2% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUNDS | — | — | — | $11K | <0.1% | |
| MONEY MARKET FUND SHARES Federated Hermes Government Obligations Fund Premier 9,911 | — | — | — | $11K | <0.1% | |
| Fidelity Select Semiconductors Portfolio 5,954 | — | — | — | $8K | <0.1% |
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