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Original filing (PDF)20251009162227NAL0003760131001
BATAVIA CONTAINER, INC.
Form 5500
FILING_RECEIVED
BATAVIA CONTAINER, INC. EMPLOYEES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
218
Accounts w/ balance
234
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 80% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BATAVIA CONTAINER, INC..
Plan sponsor
Name
BATAVIA CONTAINER, INC.
EIN
36-2467158
Address
1400 PARAMOUNT PARKWAY · BATAVIA, IL · 60510
Phone
(630) 879-2100
Industry
Manufacturingsee all
Plan administrator
Name
SAVANT CAPITAL, LLC
EIN
45-3812777
City
ROCKFORD, IL
Phone
(815) 227-0300
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT CAPITAL MANAGEMENT, INC | 36-3859937 | — | NONE | $64K | — |
Investments
20 direct securities· $14.0M(100% of reported assets)
Uncategorized
$13.1M
19 holdings
Mutual Funds
$899K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Federated Hermes Government Obligations Fund Service Shares ** 52 Fidelity Investments 500 Index | — | — | — | $2.7M | 19.3% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $1.7M | 11.9% | |
| Dimensional Fund Advisors U.S. Large Cap Value III Portfolio | — | — | — | $1.3M | 9.1% | |
| Avantis Emerging Markets Equity Fund | Mutual Funds | — | — | $899K | 6.4% | |
| Vanguard Federal Money Market Investor | — | — | — | $798K | 5.7% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $784K | 5.6% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $757K | 5.4% | |
| Dimensional Fund Advisors International Value III Portfolio | — | — | — | $623K | 4.4% | |
| Vanguard Short Term Investment Grade Fund Admiral Shares | — | — | — | $561K | 4.0% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $550K | 3.9% | |
| Avantis International Small Cap Value | — | — | — | $537K | 3.8% | |
| Dimensional Fund Advisors International Small Company Portfolio I | — | — | — | $530K | 3.8% | |
| Dimensional Fund Advisors U.S. High Relative Profitability Portfolio Institutional Class | — | — | — | $508K | 3.6% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $467K | 3.3% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $456K | 3.3% | |
| Dimensional Fund Advisors Global Real Estate Securities Portfolio I | — | — | — | $412K | 2.9% | |
| PIMCO Income Fund Institutional Class | — | — | — | $381K | 2.7% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $85K | 0.6% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $7K | <0.1% | |
| Dimensional Fund Advisors U.S. Sustainability Core 1 | — | — | — | $7K | <0.1% |
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