Justin Lemmenes signed Winpak Portion Packaging, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winpak Portion Packaging, Inc.'s EIN is 36-2602087.
Download the official 2024 Form 5500 (PDF) for Winpak Portion Packaging, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winpak Portion Packaging, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND K | Mutual Funds | — | $5.9M | $8.6M | 11.6% | |
| FID GROWTH COMPANY | Mutual Funds | — | $5.9M | $7.6M | 10.1% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $7.8M | $7.3M | 9.8% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $5.7M | $5.8M | 7.8% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $5.2M | $4.8M | 6.5% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $4.8M | $4.7M | 6.3% | |
| FID 500 INDEX | Common Collective Trusts | — | $2.7M | $4.1M | 5.5% | |
| MIP CL 1 | Other securities | — | $3.5M | $3.5M | 4.8% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | $3.2M | $3.4M | 4.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.3M | 4.5% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | $1.7M | $2.7M | 3.7% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $2.4M | $2.1M | 2.9% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $2.1M | 2.8% | |
| BAIRD CORE PLUS INV | Other securities | — | $1.6M | $1.6M | 2.1% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $1.5M | $1.5M | 2.1% | |
| J H ENTERPRISE T | Other securities | — | $1.4M | $1.5M | 2.0% | |
| PUTN LG CAP VAL R6 | Other securities | — | $1.4M | $1.5M | 2.0% | |
| FID US BOND IDX | Common Collective Trusts | — | $1.5M | $1.4M | 1.8% | |
| FID FREEDOM 2010 K6 | Mutual Funds | — | $1.4M | $1.3M | 1.7% | |
| FID GLB EX US IDX | Common Collective Trusts | — | $953K | $988K | 1.3% | |
| FID DIVERSIFD INTL | Mutual Funds | — | $826K | $893K | 1.2% | |
| FID EMERGING MKTS | Mutual Funds | — | $681K | $773K | 1.0% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | $804K | $733K | 1.0% | |
| FID LOW PRICED STK | Mutual Funds | — | $829K | $729K | 1.0% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $527K | $653K | 0.9% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | $712K | $640K | 0.9% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $556K | $603K | 0.8% | |
| FID VALUE | Mutual Funds | — | $465K | $495K | 0.7% | |
| GLENMEDE SMCP EQ ADV | Other securities | — | $268K | $286K | 0.4% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $144K | $157K | 0.2% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $127K | $120K | 0.2% | |
| FID FREEDOM 2070 K6 | Mutual Funds | — | $601 | $581 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOSEPH L WHITAKER CPA, LLC | 47-5495106 | — | ACCOUNTANT/AUDITOR | $24K | — |
