Original filing (PDF)20240918120802NAL0004543297001

FONA INTERNATIONAL, INC.

Name: FONA INTERNATIONAL, INC. — FONA INTERNATIONAL, INC. EMPLOYEES' PROFIT SHARING & WEALTH PLAN, Form 5500 (2022)
Creator: FONA INTERNATIONAL, INC.

Form 5500

FILING_RECEIVED

FONA INTERNATIONAL, INC. EMPLOYEES' PROFIT SHARING & WEALTH PLAN

401(k) retirement plan

Signals · 1

Late filing · 10.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FONA INTERNATIONAL, INC..

Plan sponsor

Name

FONA INTERNATIONAL, INC.

EIN

36-3490019

Address

1900 AVERILL RD · GENEVA, IL · 601341601

Phone

(630) 578-8600

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-30

Filed

2024-09-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$83K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WINTRUST INVESTMENTS LLC	36-1245570	—	ADVISOR	$28K	—

Investments

3 pooled funds· $0

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.

			% of plan
CORE PLUS BOND R1 WILMINGTON TRUST, N.A. · EIN 38-4116854 / PN 515	Common Collective Trust	$0	—
GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025	Common Collective Trust	$0	—
PUTN LARGE CP VAL R1 WILMINGTON TRUST, N.A · EIN 38-4065329 / PN 426	Common Collective Trust	$0	—