Kraig LANG signed Colbert Packaging Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Colbert Packaging Corporation's EIN is 36-2410600.
Download the official 2024 Form 5500 (PDF) for Colbert Packaging Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Colbert Packaging Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $37K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds The Growth Fund America A | Mutual Funds | — | — | $4.3M | 17.2% | |
| American Funds New Perspective A | Mutual Funds | — | — | $2.7M | 10.6% | |
| Franklin Templetan Investments Rising Dividends A | Mutual Funds | — | — | $1.9M | 7.6% | |
| American Funds Investment Company of America A | Mutual Funds | — | — | $1.7M | 6.9% | |
| Franklin Templetan Investments Dynatech A | Mutual Funds | — | — | $1.4M | 5.6% | |
| RTC SVF - METLIFE 25053 CLASS 60 RELIANCE TRUST COMPANY · EIN 46-6625484 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.4% | |
| Stable value collective trust fund (held by Newport Trust Company) * Reliance Trust Company Stable Value Fund | Stable Value | — | — | $1.3M | 5.4% | |
| American Funds Washington Mutual | Mutual Funds | — | — | $1.3M | 5.3% | |
| s (held by Newport Trust Company) Invesco Small Cap Growth A | Mutual Funds | — | — | $1.3M | 5.3% | |
| Hartford Schroders Small Mid Cap Opportunities Fund Class A | Other securities | — | — | $1.2M | 4.8% | |
| American Funds Balanced A | Mutual Funds | — | — | $841K | 3.4% | |
| American Funds 2045 Target Retire R4 | Mutual Funds | — | — | $720K | 2.9% | |
| American Funds 2030 Target Retire R4 | Mutual Funds | — | — | $710K | 2.8% | |
| Franklin Templetan Investments Small Cap Value A | Mutual Funds | — | — | $681K | 2.7% | |
| Notes receivable from participants Interest ranging from 3.50% to 8.75% | Bonds / Notes | — | — | $650K | 2.6% | |
| American Funds 2035 Target Retire R4 | Mutual Funds | — | — | $640K | 2.6% | |
| American Funds New World A | Mutual Funds | — | — | $406K | 1.6% | |
| American Funds 2055 Target Retire R4 | Mutual Funds | — | — | $403K | 1.6% | |
| American Funds 2050 Target Retire R4 | Mutual Funds | — | — | $324K | 1.3% | |
| American Bond Fund of America Class A | Other securities | — | — | $321K | 1.3% | |
| American Funds 2025 Target Retire R4 | Mutual Funds | — | — | $304K | 1.2% | |
| American Funds 2040 Target Retire R4 | Mutual Funds | — | — | $293K | 1.2% | |
| American Funds 2060 Target Retire R4 | Mutual Funds | — | — | $282K | 1.1% | |
| American Funds Capital Income Builder A | Mutual Funds | — | — | $263K | 1.1% | |
| Principal Real Estate Securities | Other securities | — | — | $161K | 0.6% | |
| American Funds U.S. Government Securities A | Mutual Funds | — | — | $140K | 0.6% | |
| American Funds 2065 Target Retire R4 | Mutual Funds | — | — | $88K | 0.4% | |
| American Funds 2020 Target Retire R4 | Mutual Funds | — | — | $69K | 0.3% | |
| American Funds 2015 Targer Retire R4 | Mutual Funds | — | — | $24K | <0.1% | |
| American Capital World Bond Fund A | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
