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Original filing (PDF)20250819115534NAL0003761168001
THE PAPERS INCORPORATED
Form 5500
FILING_RECEIVED
THE PAPERS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
145
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PAPERS INCORPORATED.
Plan sponsor
Name
THE PAPERS INCORPORATED
EIN
35-1284013
Address
P.O. BOX 188 · MILFORD, IN · 46542
Phone
(574) 658-4111
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
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
DAHMS AND YARIAN CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | — | FORT WAYNE, IN | THIRD PARTY ADMIN | $2K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAHMS AND YARIAN | 11-1000111 | — | SERVICE PROVIDER | $6K | — |
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $27.5M(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.
Uncategorized
$14.0M
32 holdings
Pooled Separate Account
$13.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA LIFE INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $13.5M | 96.7% | |
| Voya Retire. Ins. & Annuity Co. JPMorgan Large Cap Growth Fund R6 | — | — | — | $3.1M | 22.3% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Target Retirement Income 2030 Fund | — | — | — | $1.7M | 12.4% | |
| Voya Retire. Ins. & Annuity Co. Vanguard 500 Index Fund Adm | — | — | — | $1.7M | 12.2% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Target Retirement Income 2050 Fund | — | — | — | $994K | 7.1% | |
| Voya Retire. Ins. & Annuity Co. American Funds Washington Mutual R6 | — | — | — | $798K | 5.7% | |
| Voya Retire. Ins. & Annuity Co. American Funds New Perspective R6 | — | — | — | $664K | 4.7% | |
| Voya Retire. Ins. & Annuity Co. JPMorgan Equity Income Fund R6 | — | — | — | $617K | 4.4% | |
| Voya Retire. Ins. & Annuity Co. Voya Fixed Account - General account | — | — | — | $460K | 3.3% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Target Retirement Income 2020 Fund | — | — | — | $376K | 2.7% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Total International Stock Index Fund Adm | — | — | — | $348K | 2.5% | |
| Voya Retire. Ins. & Annuity Co. PIMCO Income Fund Inst | — | — | — | $325K | 2.3% | |
| Voya Retire. Ins. & Annuity Co. Neuberger Berman Mid Cap Growth Fund R6 | — | — | — | $292K | 2.1% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Total Bond Market Index Fund Adm | — | — | — | $288K | 2.1% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Target Retirement Income Fund | — | — | — | $273K | 2.0% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Mid Cap Index Fund Adm | — | — | — | $264K | 1.9% | |
| Voya Retire. Ins. & Annuity Co. American Funds EuroPacific R6 | — | — | — | $253K | 1.8% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Small Cap Index Fund Adm | — | — | — | $238K | 1.7% | |
| Voya Retire. Ins. & Annuity Co. DFA Intermediate Govt Fixed Income Pt Inst | — | — | — | $173K | 1.2% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Target Retirement Income 2035 Fund | — | — | — | $154K | 1.1% | |
| Voya Retire. Ins. & Annuity Co. ClearBridge Small Cap Growth Fund | — | — | — | $149K | 1.1% | |
| Voya Retire. Ins. & Annuity Co. DFA Emerging Markets Portfolio Inst | — | — | — | $128K | 0.9% | |
| Voya Retire. Ins. & Annuity Co. DFA US Small Cap Portfolio Inst | — | — | — | $126K | 0.9% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Target Retirement Income 2040 Fund | — | — | — | $120K | 0.9% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Target Retirement Income 2055 Fund | — | — | — | $117K | 0.8% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Target Retirement Income 2060 Fund | — | — | — | $92K | 0.7% | |
| Voya Retire. Ins. & Annuity Co. MFS Mid Cap Value Fund R6 | — | — | — | $73K | 0.5% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Target Retirement Income 2045 Fund | — | — | — | $42K | 0.3% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Target Retirement Income 2025 Fund | — | — | — | $32K | 0.2% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Target Retirement Income 2065 Fund | — | — | — | $14K | 0.1% | |
| Voya Retire. Ins. & Annuity Co. Vanguard Target Retirement Income 2070 Fund | — | — | — | $9K | <0.1% | |
| Notes receivable from participants | — | — | $0 | $6K | <0.1% | |
| Voya Retire. Ins. & Annuity Co. Voya Government Money Market Fund A | — | — | — | $2K | <0.1% |