Back to filter
Original filing (PDF)20250822141124NAL0009103488001
WEBER MARKING SYSTEMS, INC. DBA WEBER PACKAGING SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
WEBER PACKAGING SOLUTIONS EMPLOYEES' RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
202
Accounts w/ balance
262
Plan assets (EOY)
$25.5M
Net assets (EOY)
$25.5M
How this plan invests
This plan
14 pooled trusts
Schedule D
30 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBER MARKING SYSTEMS, INC. DBA WEBER PACKAGING SOLUTIONS, INC..
Plan sponsor
Name
WEBER MARKING SYSTEMS, INC. DBA WEBER PACKAGING SOLUTIONS, INC.
EIN
36-2305066
Address
711 W ALGONQUIN RD · ARLINGTON HEIGHTS, IL · 600054415
Phone
(847) 364-8542
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
2025-08-22
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
MILLER COOPER, & CO. LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER COOPER & CO., LTD. | 03-6230506 | — | ACCOUNTANT | $9K | — |
Investments
17 direct securities · 14 pooled funds· $25.9M(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.
Common Collective Trust
$14.1M
13 holdings
Uncategorized
$11.2M
16 holdings
Pooled Separate Account
$393K
1 holding
Mutual Funds
$145K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.3M | 16.9% | |
| Guaranteed interest account (held by Delaware Charter Guarantee Trust & Company d/b/a Principal Trust Company) * Principal Life Insurance Co. Principal Fixed Income Guaranteed Option | — | — | — | $2.7M | 10.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.5M | 9.9% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.5M | 9.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.4M | 9.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.0M | 8.0% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $1.6M | 6.4% | |
| TIAA Investments TIAA-CREF Lg-Cp Gr Idx Inst Fd | — | — | — | $1.5M | 6.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $654K | 2.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $524K | 2.1% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd | — | — | — | $491K | 1.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $431K | 1.7% | |
| Shares of pooled separate accounts (held by Delaware Charter Guarantee Trust & Company d/b/a Principal Trust Company) * Principal Life Insurance Co. Principal Sm Cap S&P 600 Idx SA-Z | — | — | — | $393K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $393K | 1.5% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | — | — | — | $369K | 1.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $366K | 1.4% | |
| Vanguard Group Vanguard Value Index Adm Fund | — | — | — | $340K | 1.3% | |
| Participant loans Interest ranging from 4.25% to 9.50% - | — | — | — | $276K | 1.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $256K | 1.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $240K | 0.9% | |
| Vanguard Group Vanguard Sm Cap Val Idx Adm Fd | — | — | — | $232K | 0.9% | |
| MFS Investment Management Mfs Mid-Cap Growth R4 Fund | — | — | — | $191K | 0.7% | |
| Vanguard Group Vanguard Re Index Adm Fund | — | — | — | $180K | 0.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $180K | 0.7% | |
| Vanguard Group Vanguard Midcap Val Idx Adm Fd | — | — | — | $171K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $162K | 0.6% | |
| Western Asset Management Co. Western Asset Core Bond I Fd | — | — | — | $152K | 0.6% | |
| s (held by Delaware Charter Guarantee & Trust Company d/b/a Principal Trust Company) Dimensional Fund Advisors Dfa Intl Core Equity I Fd | Mutual Funds | — | — | $145K | 0.6% | |
| Fidelity Investments Fidelity Small Cap GR Index Fund | — | — | — | $50K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $22K | <0.1% | |
| (E) | — | — | $50K | $22K | <0.1% |