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Original filing (PDF)20250715105448NAL0002780064001
GREIF PACKAGING LLC
Form 5500
FILING_RECEIVED
GREIF 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,763
Accounts w/ balance
9,102
Plan assets (EOY)
$863.4M
Net assets (EOY)
$863.4M
How this plan invests
This plan
17 pooled trusts
Schedule D
29 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
- 10 bps in Schedule C fees — 68% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREIF PACKAGING LLC.
Plan sponsor
Name
GREIF PACKAGING LLC
EIN
36-3268123
Address
425 WINTER ROAD · DELAWARE, OH · 43015
Phone
(740) 549-6000
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
2025-07-15
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSO | 34-1753575 | — | INVESTMENT ADVISORY | $89K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $489K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | INV ADV, PARTICIPANTS | $295K | — |
Investments
27 direct securities · 17 pooled funds· $1.3B(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
$710.1M
27 holdings
Common Collective Trust
$546.9M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $112.1M | 13.0% | |
| GALLIARD STABLE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $79.2M | 9.2% | |
| Vanguard Target Retirement 2030 Trust II | — | — | — | $77.0M | 8.9% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $77.0M | 8.9% | |
| WINSLOW LARGE CAP GROWTH C FD SEI TRUST COMPANY · EIN 27-3442979 / PN 010 | Common Collective Trust | — | — | $72.1M | 8.4% | |
| Vanguard Target Retirement 2040 Trust II | — | — | — | $71.7M | 8.3% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $71.7M | 8.3% | |
| Vanguard Target Retirement 2050 Trust II | — | — | — | $41.3M | 4.8% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $41.2M | 4.8% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $38.2M | 4.4% | |
| Vanguard Target Retirement 2035 Trust II | — | — | — | $38.2M | 4.4% | |
| Fidelity Extended Market Index Fund | — | — | — | $36.7M | 4.3% | |
| Dodge & Cox Stock Fund | — | — | — | $36.0M | 4.2% | |
| PIMCO Real Return/Institutional Fund | — | — | — | $32.8M | 3.8% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $30.8M | 3.6% | |
| Vanguard Target Retirement 2045 Trust II | — | — | — | $30.8M | 3.6% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $28.4M | 3.3% | |
| Vanguard Target Retirement 2025 Trust II | — | — | — | $28.4M | 3.3% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $25.6M | 3.0% | |
| Vanguard Target Retirement 2020 Trust II | — | — | — | $25.6M | 3.0% | |
| Vanguard Target Retirement 2055 Trust II | — | — | — | $24.8M | 2.9% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $24.8M | 2.9% | |
| Participant notes receivable | — | — | — | $24.1M | 2.8% | |
| Fidelity Global ex US Index Fund | — | — | — | $20.3M | 2.4% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $18.8M | 2.2% | |
| Vanguard Target Retirement 2060 Trust II | — | — | — | $18.8M | 2.2% | |
| Am Fds EuroPacific Growth R6Fund | — | — | — | $18.1M | 2.1% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $15.8M | 1.8% | |
| T. ROWE PR US MDCP GWTH EQ TR T. ROWE PRICE TRUST COMPANY · EIN 35-2425738 / PN 001 | Common Collective Trust | — | — | $15.8M | 1.8% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $10.4M | 1.2% | |
| Vanguard Target Retirement Inc Trust II | — | — | — | $10.4M | 1.2% | |
| Vanguard Small Cap Growth IndexFund | — | — | — | $10.3M | 1.2% | |
| Greif, Inc. Class A Common Stock | — | — | — | $8.3M | 1.0% | |
| DFA U.S. Targeted Value I Fund | — | — | — | $7.8M | 0.9% | |
| Vanguard Target Retirement 2065 Trust II | — | — | — | $6.2M | 0.7% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $6.2M | 0.7% | |
| PIMCO Total Return Fund | — | — | — | $5.9M | 0.7% | |
| TS&W MID CAP VALUE TRUST A GLOBAL TRUST COMPANY · EIN 26-6773274 / PN 001 | Common Collective Trust | — | — | $5.0M | 0.6% | |
| TS&W Collective/MID CAP Value TR | — | — | — | $5.0M | 0.6% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.2% | |
| DFA Emerg Mkt Core Eqty Portfolio | — | — | — | $1.6M | 0.2% | |
| Vanguard Target Retirement 2070 Trust II | — | — | — | $1.6M | 0.2% | |
| John Hancock S Guaranteed | — | — | — | $500K | <0.1% | |
| JOHN HANCOCK S GUARANTEED JOHN HANCOCK · EIN 01-0233346 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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