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Original filing (PDF)20251006220905NAL0002355747001
WINPAK PORTION PACKAGING INC.
Form 5500
FILING_RECEIVED
WINPAK PORTION PACKAGING, INC - PENSION PLAN
Defined-benefit pension plan
Signals · 2
65% in single holding~123 bps in Sched C fees
Active participants
54
Accounts w/ balance
—
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FIAM Pension Journery 60/40 Commingled Pool Class A Collective trust" is 65% of plan.
- 123 bps in Schedule C fees — 323% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINPAK PORTION PACKAGING INC..
Plan sponsor
Name
WINPAK PORTION PACKAGING INC.
EIN
36-2602087
Address
1111 WINPAK WAY · SAUK VILLAGE, IL · 604116111
Phone
(708) 753-5700
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
2025-10-06
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $112K | — |
| THE VANGUARD GROUP | 23-2186884 | — | NONE | $103K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $7K | — |
| GRANT THORNTON ADVISORS LLC | 99-1856619 | — | NONE | $6K | — |
Investments
2 direct securities · 1 pooled fund· $47.1M(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.
Uncategorized
$28.6M
2 holdings
Common Collective Trust
$18.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM Pension Journery 60/40 Commingled Pool Class A Collective trust | — | — | $19.3M | $18.5M | 100.0% | |
| FIAM PEN JRNY 60/40 CP -A FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 152 | Common Collective Trust | — | — | $18.5M | 100.0% | |
| Selling | — | — | — | $10.1M | 54.4% |