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Original filing (PDF)20251008115104NAL0005503089001
VISUAL PAK COMPANY
Form 5500
FILING_RECEIVED
THE VISUAL PAK COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
381
Accounts w/ balance
341
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
- 44 bps in Schedule C fees — 53% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISUAL PAK COMPANY.
Plan sponsor
Name
VISUAL PAK COMPANY
EIN
36-3342302
Address
1909 S. WAUKEGAN RD · WAUKEGAN, IL · 60085
Phone
(877) 689-0001
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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FGMK, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $88K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $22K | — |
Investments
32 direct securities · 1 pooled fund· $47.3M(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
$24.7M
32 holdings
Pooled Separate Account
$22.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $22.6M | 91.7% | |
| JPMorgan US Equity R6 Pooled Separate Account | — | — | — | $2.9M | 11.7% | |
| Metropolitan W Total R Bond I Pooled Separate Account | — | — | — | $2.6M | 10.6% | |
| MFS Growth R6 Pooled Separate Account | — | — | — | $2.2M | 9.0% | |
| MFS Research International R6 Pooled Separate Account | — | — | — | $2.2M | 8.9% | |
| Vanguard Wellington Adm Pooled Separate Account | — | — | — | $1.9M | 7.6% | |
| Standard Stable Asset A Unallocated Insurance Contract | — | — | — | $1.6M | 6.7% | |
| Vanguard Equity Income Adm Pooled Separate Account | — | — | — | $1.4M | 5.8% | |
| BlackRock LifePth Idx 2030 K Pooled Separate Account | — | — | — | $1.0M | 4.1% | |
| T.Rowe Price Mid-Cap Gr I Pooled Separate Account | — | — | — | $997K | 4.0% | |
| Vanguard Growth Index Adm Pooled Separate Account | — | — | — | $855K | 3.5% | |
| DFA US Small Cap I Pooled Separate Account | — | — | — | $753K | 3.1% | |
| Vanguard Value Index Adm Pooled Separate Account | — | — | — | $725K | 2.9% | |
| BlackRock LifePth Idx 2040 K Pooled Separate Account | — | — | — | $667K | 2.7% | |
| Vanguard 500 Index Admiral Pooled Separate Account | — | — | — | $576K | 2.3% | |
| BlackRock LifePth Idx 2050 K Pooled Separate Account | — | — | — | $552K | 2.2% | |
| BlackRock LifePth Idx 2035 K Pooled Separate Account | — | — | — | $486K | 2.0% | |
| Allspring Specl MdCp Val Ins Pooled Separate Account | — | — | — | $442K | 1.8% | |
| maturing in 2025-2030 | — | — | — | $410K | 1.7% | |
| BlackRock LifePth Idx 2055 K Pooled Separate Account | — | — | — | $401K | 1.6% | |
| BlackRock LifePth Idx 2045 K Pooled Separate Account | — | — | — | $388K | 1.6% | |
| BlackRock LifePth Idx Ret K Pooled Separate Account | — | — | — | $334K | 1.4% | |
| Voya Small Cap Growth I Pooled Separate Account | — | — | — | $213K | 0.9% | |
| Thrivent Mid Cap Stock S Pooled Separate Account | — | — | — | $200K | 0.8% | |
| BlackRock LifePth Idx 2060 K Pooled Separate Account | — | — | — | $179K | 0.7% | |
| MFS New Discovery Value R6 Pooled Separate Account | — | — | — | $151K | 0.6% | |
| Vanguard Sm Cap Idx Adm Pooled Separate Account | — | — | — | $101K | 0.4% | |
| BlackRock LifePth Idx 2065 K Pooled Separate Account | — | — | — | $87K | 0.4% | |
| Vanguard Int Term Treas Adm Pooled Separate Account | — | — | — | $72K | 0.3% | |
| Vanguard MdCp Val Idx Adm Pooled Separate Account | — | — | — | $56K | 0.2% | |
| Fidelity US Sustain Index Pooled Separate Account | — | — | — | $52K | 0.2% | |
| Fidelity Mid Cap Index Pooled Separate Account | — | — | — | $41K | 0.2% | |
| Vanguard Dev Mkts Idx Adm Pooled Separate Account | — | — | — | $24K | <0.1% |
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