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Original filing (PDF)20251014142941NAL0001504931001
BWAY CORPORATION
Form 5500
FILING_RECEIVED
MAUSER PACKAGING SOLUTIONS BARGAINING UNIT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
709
Accounts w/ balance
740
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
12 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly 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 BWAY CORPORATION.
Plan sponsor
Name
BWAY CORPORATION
EIN
36-3624491
Address
375 NORTHRIDGE ROAD · STE. 600 · ATLANTA, GA · 30350
Phone
(770) 645-4867
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MSTILLER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $82K | — |
Investments
16 direct securities · 12 pooled funds· $20.4M(95% 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.
Common Collective Trust
$16.1M
12 holdings
Uncategorized
$4.3M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $3.3M | 15.4% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $3.1M | 14.2% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.6% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.1M | 9.9% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $2.0M | 9.3% | |
| Vanguard Institutional Index Fund Inst'l Shares Mutual Fund | — | — | — | $1.6M | 7.6% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.9% | |
| Vanguard Wellington Fund Admiral Shares Mutual Fund | — | — | — | $1.1M | 4.9% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $771K | 3.6% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $619K | 2.9% | |
| William Blair Large Cap Growth; R6 Fund Mutual Fund | — | — | — | $543K | 2.5% | |
| Vanguard Treasury Money Market Fund Mutual Fund | — | — | — | $464K | 2.2% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $402K | 1.9% | |
| Oakmark International Fund; R6 Mutual Fund | — | — | — | $252K | 1.2% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $142K | 0.7% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $89K | 0.4% | |
| Vanguard Long-Term Investment-Grade Fund: Adm Shr Mutual Fund | — | — | — | $81K | 0.4% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund | — | — | — | $79K | 0.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | — | — | — | $59K | 0.3% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $57K | 0.3% | |
| Dodge & Cox Income Fund; Class X Mutual Fund | — | — | — | $49K | 0.2% | |
| Vanguard Short-Term Federal Fund Admiral Shares Mutual Fund | — | — | — | $36K | 0.2% | |
| Vanguard Small-Cap Index Fund Institutional Shares Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Windsor II Fund Admiral Shares Mutual Fund | — | — | — | $3K | <0.1% | |
| First Eagle Global Fund; Class R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| Baillie Gifford Emerging Markets Equities Fund; Class K Mutual Fund | — | — | — | $2K | <0.1% | |
| PIMCO Global Bond Opp Fund (US Dollar-Hedged) Inst'l Mutual Fund | — | — | — | $2K | <0.1% |
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