Original filing (PDF)20250428133142NAL0027215538001

HANCHETT PAPER COMPANY

Name: HANCHETT PAPER COMPANY — SHORR PACKAGING CORP. EMPLOYEES PROFIT SHARING & 401K PLAN, Form 5500 (2023)
Creator: HANCHETT PAPER COMPANY

Form 5500

FILING_RECEIVED

SHORR PACKAGING CORP. EMPLOYEES PROFIT SHARING & 401K PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

575

Accounts w/ balance

676

Plan assets (EOY)

$66.7M

Net assets (EOY)

$66.7M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (9th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HANCHETT PAPER COMPANY.

Plan sponsor

Name

HANCHETT PAPER COMPANY

EIN

36-2040680all filings

Address

4000 FERRY ROAD · AURORA, IL · 60502

Phone

(630) 978-1000

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-28

Pension benefit codes

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)

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$15K	—

Investments

30 direct securities· $66.2M(99% of reported assets)

Mutual Funds

$44.6M

20 holdings

Common Collective Trusts

$14.1M

4 holdings

Other securities

$7.5M

6 holdings

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$9.2M	13.8%
Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$7.1M	10.7%
Fidelity OTC Portfolio Fund	Mutual Funds	—	—	$5.1M	7.6%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$5.1M	7.6%
Robert W. Baird Core Plus International Shares	Other securities	—	—	$4.9M	7.4%
Vanguard Equity Income Admiral Shares	Mutual Funds	—	—	$3.4M	5.1%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$3.2M	4.9%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$2.6M	4.0%
Fidelity Puritan Fund	Mutual Funds	—	—	$2.5M	3.8%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$2.4M	3.6%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$2.4M	3.5%
Money market fund * Fidelity Government Money Market Fund	Mutual Funds	—	—	$2.2M	3.3%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$2.1M	3.2%
Fidelity International Index Fund	Common Collective Trusts	—	—	$2.0M	3.1%
Franklin Templeton International Growth Fund	Mutual Funds	—	—	$1.7M	2.5%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$1.5M	2.2%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$1.4M	2.1%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$1.3M	1.9%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$1.2M	1.8%
through August 2034 -0-	Other securities	—	—	$1.1M	1.6%
Invesco Emerging Markets All Cap Fund	Mutual Funds	—	—	$669K	1.0%
Registered investment companies Allspring Special Mid Cap Value Fund	Other securities	—	—	$626K	0.9%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$615K	0.9%
Fidelity Small Cap Value Fund	Mutual Funds	—	—	$545K	0.8%
Principal Small Cap Growth Fund	Other securities	—	—	$502K	0.8%
Buffalo Discovery Fund	Other securities	—	—	$361K	0.5%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$312K	0.5%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$150K	0.2%
American Century Inflation Fund	Other securities	—	—	$40K	<0.1%
Vanguard Target Retirement 2070 Fund	Mutual Funds	—	—	$8K	<0.1%