Original filing (PDF)20250716121638NAL0004852752001

EXPORT PACKAGING CO., INC.

Name: EXPORT PACKAGING CO., INC. — EXPORT PACKAGING CO., INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: EXPORT PACKAGING CO., INC.

Form 5500

FILING_RECEIVED

EXPORT PACKAGING CO., INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

922

Accounts w/ balance

396

Plan assets (EOY)

$36.0M

Net assets (EOY)

$36.0M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Knocking points off

Only 43% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Below-peer total fees (6 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPORT PACKAGING CO., INC..

Plan sponsor

Name

EXPORT PACKAGING CO., INC.

EIN

36-2639614

Address

P.O.BOX 733 · MOLINE, IL 61264 · MOLINE, IL · 61266

Phone

(309) 787-0440

Industry

Transportation & Warehousingsee 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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

ANDERSON, LOWER, WHITLOW, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$8K	—

Investments

30 direct securities· $36.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Spartan 500 Equity Index Fund	—	39,214	—	$8.0M	22.2%
Fidelity Contrafund K	—	193,496	—	$4.1M	11.3%
Fidelity Retirement Money Market Fund	—	2,500,932	—	$2.5M	6.9%
Neuberger Berman Partners Fund – Trust Class	—	43,178	—	$1.9M	5.4%
Fidelity Freedom 2040 Fund K	—	153,530	—	$1.8M	4.9%
TCW SmallCap Growth	—	52,946	—	$1.8M	4.9%
Fidelity Freedom 2030 Fund K	—	83,282	—	$1.5M	4.1%
Fidelity International Discovery Fund K	—	29,306	—	$1.4M	3.9%
Fidelity Balanced Fund K	—	46,661	—	$1.4M	3.8%
American Beacon LargeCap Value Fund	—	51,617	—	$1.3M	3.7%
Fidelity Freedom 2020 Fund K	—	81,446	—	$1.2M	3.2%
Fidelity Spartan US Bond Index Fund	—	104,613	—	$1.1M	3.0%
Fidelity Freedom 2045 Fund K	—	75,598	—	$1.0M	2.8%
Fidelity Freedom 2035 Fund K	—	50,524	—	$791K	2.2%
Janus Enterprise Fund T	—	5,632	—	$785K	2.2%
Victory Sycamore Established Value Fund	—	16,775	—	$771K	2.1%
Fidelity Freedom 2050 Fund K	—	54,867	—	$749K	2.1%
Baird Core Plus Bond Investor Fund	—	70,487	—	$742K	2.1%
Participant Loans	—	—	—	$696K	1.9%
Fidelity Freedom 2025 Fund K	—	41,842	—	$569K	1.6%
Fidelity Spartan International Index Fund	—	10,095	—	$480K	1.3%
Fidelity Freedom 2060 Fund K	—	30,058	—	$436K	1.2%
Fidelity Freedom 2055 Fund K	—	21,204	—	$335K	0.9%
EV Income Fund of Boston	—	43,537	—	$226K	0.6%
JPM Equity Income R5	—	6,590	—	$158K	0.4%
Glenmede SmallCap Equity Advisor Fund	—	4,102	—	$134K	0.4%
Fidelity Freedom Income Fund K	—	12,408	—	$131K	0.4%
Fidelity Freedom 2065 Fund K	—	9,015	—	$119K	0.3%
Fidelity Freedom 2015 Fund K	—	835	—	$10K	<0.1%
Fidelity Freedom 2010 Fund K	—	592	—	$8K	<0.1%