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Original filing (PDF)20251009135139NAL0011067920001
AMERICAN LABELMARK COMPANY
Form 5500
FILING_RECEIVED
AMERICAN LABELMARK COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
209
Accounts w/ balance
258
Plan assets (EOY)
$27.3M
Net assets (EOY)
$27.3M
How this plan invests
This plan
1 pooled trust
Schedule D
38 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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN LABELMARK COMPANY.
Plan sponsor
Name
AMERICAN LABELMARK COMPANY
EIN
36-3484503
Address
5724 NORTH PULASKI ROAD · CHICAGO, IL · 60646
Phone
(773) 279-2306
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
2025-10-09
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)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
SASSETTI LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS LLC | 36-4389114 | — | OTHER SERVICES | $0 | — |
Investments
38 direct securities · 1 pooled fund· $27.3M(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
$27.3M
38 holdings
Common Collective Trust
$63K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral Fund | — | — | — | $3.7M | 13.6% | |
| T. Rowe Price All-Cap Opportunities Fund | — | — | — | $3.2M | 11.8% | |
| Vanguard Group Mid-Cap Index Fund | — | — | — | $2.2M | 8.1% | |
| American Funds Target Date Retirement 2025 Fund | — | — | — | $2.1M | 7.6% | |
| American Funds Target Date Retirement 2030 Fund | — | — | — | $1.5M | 5.6% | |
| BlackRock Equity Dividend Fund | — | — | — | $1.5M | 5.6% | |
| PIMCO Total Return Instl Fund | — | — | — | $1.5M | 5.4% | |
| Vanguard Group Vanguard Small-Cap Index Fund | — | — | — | $1.1M | 4.2% | |
| American Funds Target Date Retirement 2035 Fund | — | — | — | $1.1M | 3.9% | |
| American Funds Target Date Retirement 2040 Fund | — | — | — | $999K | 3.7% | |
| American Funds Target Date Retirement 2050 Fund | — | — | — | $747K | 2.7% | |
| American Funds Target Date Retirement 2020 Fund | — | — | — | $742K | 2.7% | |
| American Funds EuroPacific Growth Fund | — | — | — | $654K | 2.4% | |
| Vanguard Group Vanguard Treasury Money Market Fund | — | — | — | $576K | 2.1% | |
| Nuveen International Equity Index Fund | — | — | — | $496K | 1.8% | |
| Participant loans Interest rates range from 5.25% to 10.50% -0- | — | — | — | $455K | 1.7% | |
| Artisan Mid Cap Fund | — | — | — | $417K | 1.5% | |
| American Funds New World Fund | — | — | — | $405K | 1.5% | |
| American Funds Target Date Retirement 2045 Fund | — | — | — | $402K | 1.5% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $302K | 1.1% | |
| BlackRock Global Allocation Fund | — | — | — | $293K | 1.1% | |
| Vanguard Group Vanguard Small Cap Value Index Fund | — | — | — | $290K | 1.1% | |
| American Funds Target Date Retirement 2055 Fund | — | — | — | $266K | 1.0% | |
| PIMCO Investment Grade Corp Bond Fund | — | — | — | $264K | 1.0% | |
| Allspring Global Investments Allspring Spec M Cap Value R6 | — | — | — | $258K | 0.9% | |
| Vanguard Group Small-Cap Growth Index Fund | — | — | — | $248K | 0.9% | |
| PIMCO Real Return Instl Fund | — | — | — | $222K | 0.8% | |
| American Funds Target Date Retirement 2060 Fund | — | — | — | $219K | 0.8% | |
| Metropolitan West Total Return Bond Plan | — | — | — | $196K | 0.7% | |
| American Funds Target Date Retirement 2065 Fund | — | — | — | $191K | 0.7% | |
| Columbia Overseas Columbia Overseas Value Fund International | — | — | — | $175K | 0.6% | |
| PIMCO Income Fund Institutional Class | — | — | — | $169K | 0.6% | |
| Lord Abbett High Yield Fund | — | — | — | $155K | 0.6% | |
| BlackRock Strategic Global Bond Fund | — | — | — | $103K | 0.4% | |
| Galliard Capital Management Galliard Stable Return C | — | — | — | $66K | 0.2% | |
| GALLIARD STABLE RETURN C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $63K | 0.2% | |
| Neuberger Berman Neuberger Berman Large Cap Value Fund | — | — | — | $14K | <0.1% | |
| American Funds Target Date Retirement 2010 Fund | — | — | — | $8K | <0.1% | |
| American Funds Target Date Retirement 2015 Fund | — | — | — | $1K | <0.1% |