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Original filing (PDF)20251014095202NAL0001197955002
PPC FLEXIBLE PACKAGING, LLC
Form 5500
FILING_RECEIVED
PPC FLEXIBLE PACKAGING, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
926
Accounts w/ balance
831
Plan assets (EOY)
$40.0M
Net assets (EOY)
$40.0M
How this plan invests
This plan
34 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 PPC FLEXIBLE PACKAGING, LLC.
Plan sponsor
Name
PPC FLEXIBLE PACKAGING, LLC
EIN
36-2678877
Address
1111 BUSCH PARKWAY · BUFFALO GROVE, IL · 60089
Phone
(847) 541-0000
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
2025-10-14
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
CHERRY BEKAERT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $25K | — |
| WELLS FARGO ADVISORS FINANCIAL NET | 48-1305000 | — | SERVICE PROVIDER | $0 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | — | SERVICE PROVIDER | $0 | — |
Investments
20 direct securities · 34 pooled funds· $68.9M(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.
Pooled Separate Account
$37.3M
34 holdings
Uncategorized
$31.5M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $6.8M | 16.9% | |
| VANGRD TRGT RETIRE 2035 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.8M | 16.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $5.7M | 14.2% | |
| VANGRD TRGT RETIRE 2030 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.7M | 14.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $3.3M | 8.3% | |
| VANGRD TRGT RETIRE 2025 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.3M | 8.3% | |
| VANGUARD 500 INDEX FUND-ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.0M | 7.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.9M | 7.2% | |
| VANGRD TRGT RETIRE 2050 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.9M | 7.2% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.5M | 6.3% | |
| VANGRD TRGT RETIRE 2045 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.5M | 6.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.2M | 5.4% | |
| VANGRD TRGT RETIRE 2040 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.2M | 5.4% | |
| Voya Fixed Account | — | — | — | $1.9M | 4.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.8M | 4.4% | |
| VANGRD TRGT RETIRE 2055 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.8M | 4.4% | |
| Vanguard Total International Stock Index Fund - Admiral Shares | — | — | — | $934K | 2.3% | |
| VANGRD TOT INT STK IN F ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $934K | 2.3% | |
| PIONEER FUNDAMENTAL GROWTH F K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $932K | 2.3% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $891K | 2.2% | |
| AMERICAN FUNDS NEW WORLD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $839K | 2.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $838K | 2.1% | |
| VANGRD TRGT RETIRE 2060 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $838K | 2.1% | |
| LOOMIS SAYLES CORE PLUS BD F N VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $825K | 2.1% | |
| from participants maturities through September 2038 | — | — | — | $787K | 2.0% | |
| BlackRock Technology Opportunities Fund - Class K | — | — | — | $559K | 1.4% | |
| BLKRCK TECH OPP FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $559K | 1.4% | |
| JPMORGAN EQUITY INCOME FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $423K | 1.1% | |
| Vanguard Small-Cap Index Fund - Admiral Shares | — | — | — | $402K | 1.0% | |
| VANGRD SMLCP INDX FD ADMIRAL VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $402K | 1.0% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $341K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $299K | 0.7% | |
| VANGRD TRGT RETIRE 2065 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $299K | 0.7% | |
| FRANKLIN SM CAP VALUE FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $253K | 0.6% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $243K | 0.6% | |
| VOYA SMALL CAP GROWTH FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $220K | 0.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $219K | 0.5% | |
| VANGRD TRGT RETIRE 2020 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $219K | 0.5% | |
| MFS RESEARCH INTL FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $192K | 0.5% | |
| VANGRD HEALTH CARE IND FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $148K | 0.4% | |
| Allspring Global Investments Special Mid Cap Value Fund - Class R6 | — | — | — | $141K | 0.4% | |
| ALLSPG SPEC MDCP VL FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $141K | 0.4% | |
| Voya Government Money Market Fund - Class A | — | — | — | $126K | 0.3% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $126K | 0.3% | |
| AMER BCN STPHNS MID-CAP GR R5 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $107K | 0.3% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio - Institutional Class | — | — | — | $106K | 0.3% | |
| DFA INFL-PROTD SECS PORT INSTL VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $106K | 0.3% | |
| VANGRD ENERGY INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $80K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $53K | 0.1% | |
| VANGRD TRGT RETIRE 2070 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $53K | 0.1% | |
| WSTASST HIGH YIELD FUND IS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $15K | <0.1% | |
| VANGRD TRGT RETIRE INC FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $15K | <0.1% | |
| CLRBRG SMCP GRW FD IS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |