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Original filing (PDF)20251015113002NAL0006111184001
BWAY CORPORATION
Form 5500
FILING_RECEIVED
THE MAUSER CONSOLIDATED PENSION PLAN
Defined-benefit pension plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
144
Accounts w/ balance
—
Plan assets (EOY)
$34.4M
Net assets (EOY)
$34.3M
How this plan invests
This plan
13 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
85
Total plan cost
100
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Number Identity of Issue, Borrower, Maturity Date, Rate of Interest, (d) Current (a) of Shares Lessor, or Similar Party Collateral, Par or Maturity Value Cost Value MUTUAL FUNDS 1,083,117 Fidelity Fidelity Intermediate Treasury Bond" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
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, SUITE 600 · ATLANTA, GA · 30350
Phone
(770) 645-4811
Industry
Manufacturingsee all
Plan administrator
Name
SUSANNE FURLAN
EIN
36-3624491
City
ATLANTA, GA
Phone
(770) 645-4811
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MSTILLER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | 42-1466678 | — | NONE | $41K | — |
| PARAMETRIC | — | SEATTLE, WA | NONE | $7K | — |
Investments
13 direct securities· $34.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Number Identity of Issue, Borrower, Maturity Date, Rate of Interest, (d) Current (a) of Shares Lessor, or Similar Party Collateral, Par or Maturity Value Cost Value MUTUAL FUNDS 1,083,117 Fidelity Intermediate Treasury Bond | — | — | $10.5M | $10.2M | 29.8% | |
| Russell IShares Russell 1000 Large-Cap Index | — | — | $4.6M | $4.7M | 13.6% | |
| Fidelity Long-Term Treasury Bond | — | — | $3.5M | $3.2M | 9.4% | |
| Vanguard Long-Term Corporate Bond EFT | — | — | $3.3M | $3.1M | 9.2% | |
| Natixis Loomis Say C/P B-N1 #2666 | — | — | $2.7M | $2.4M | 7.1% | |
| Carillon RMS UNCONS BND-R6 #4174 | — | — | $2.3M | $2.3M | 6.8% | |
| 52,182 FPA Crescent Fund #1347 | — | — | $1.8M | $2.1M | 6.1% | |
| First Eagle First Eagle Global-R6 #962 | — | — | $1.9M | $1.9M | 5.5% | |
| 159,027 TRP T Rowe Price INST Float Rate #170 | — | — | $1.5M | $1.5M | 4.4% | |
| 93,601 PIMCO GL BD OPP USD HD-INS #249 | — | — | $920K | $892K | 2.6% | |
| 37,356 WCM Focused INTL Growth-INS | — | — | $803K | $813K | 2.4% | |
| 24,873 BGF Emerging Markets-K | — | — | $442K | $477K | 1.4% | |
| INTEREST-BEARING CASH * Principal Deposit Sweep Program Collateralized institutional bank deposit account | — | — | $425K | $425K | 1.2% |