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Original filing (PDF)20251010095606NAL0012266304001
COLBERT PACKAGING CORPORATION
Form 5500
FILING_RECEIVED
COLBERT PACKAGING CORPORATION 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
266
Accounts w/ balance
360
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLBERT PACKAGING CORPORATION.
Plan sponsor
Name
COLBERT PACKAGING CORPORATION
EIN
36-2410600
Address
9949 58TH PLACE · KENOSHA, WI · 53144
Phone
(262) 925-4740
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MILLER, COOPER & COMPANY, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $37K | — |
Investments
29 direct securities · 1 pooled fund· $25.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$23.2M
28 holdings
Common Collective Trust
$1.3M
1 holding
Mutual Funds
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund America A | — | — | — | $4.3M | 17.2% | |
| American Funds New Perspective A | — | — | — | $2.7M | 10.6% | |
| Franklin Templetan Investments Rising Dividends A | — | — | — | $1.9M | 7.6% | |
| American Funds Investment Company of America A | — | — | — | $1.7M | 6.9% | |
| Franklin Templetan Investments Dynatech A | — | — | — | $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 | — | — | — | $1.3M | 5.4% | |
| American Funds Washington Mutual | — | — | — | $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 | — | — | — | $1.2M | 4.8% | |
| American Funds Balanced A | — | — | — | $841K | 3.4% | |
| American Funds 2045 Target Retire R4 | — | — | — | $720K | 2.9% | |
| American Funds 2030 Target Retire R4 | — | — | — | $710K | 2.8% | |
| Franklin Templetan Investments Small Cap Value A | — | — | — | $681K | 2.7% | |
| Notes receivable from participants Interest ranging from 3.50% to 8.75% | — | — | — | $650K | 2.6% | |
| American Funds 2035 Target Retire R4 | — | — | — | $640K | 2.6% | |
| American Funds New World A | — | — | — | $406K | 1.6% | |
| American Funds 2055 Target Retire R4 | — | — | — | $403K | 1.6% | |
| American Funds 2050 Target Retire R4 | — | — | — | $324K | 1.3% | |
| American Bond Fund of America Class A | — | — | — | $321K | 1.3% | |
| American Funds 2025 Target Retire R4 | — | — | — | $304K | 1.2% | |
| American Funds 2040 Target Retire R4 | — | — | — | $293K | 1.2% | |
| American Funds 2060 Target Retire R4 | — | — | — | $282K | 1.1% | |
| American Funds Capital Income Builder A | — | — | — | $263K | 1.1% | |
| Principal Real Estate Securities | — | — | — | $161K | 0.6% | |
| American Funds U.S. Government Securities A | — | — | — | $140K | 0.6% | |
| American Funds 2065 Target Retire R4 | — | — | — | $88K | 0.4% | |
| American Funds 2020 Target Retire R4 | — | — | — | $69K | 0.3% | |
| American Funds 2015 Targer Retire R4 | — | — | — | $24K | <0.1% | |
| American Capital World Bond Fund A | — | — | — | $16K | <0.1% |
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