Mary Staubus signed Montebello Packaging's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Montebello Packaging's EIN is 36-3792281.
Download the official 2024 Form 5500 (PDF) for Montebello Packaging from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Montebello Packaging's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $168 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Sagic Core Bond I Fixed Interest Fund | Other securities | — | — | $1.7M | 21.9% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $940K | 11.9% | |
| MassMutual Blue Chip Growth I | Other securities | — | — | $901K | 11.4% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $896K | 11.4% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $721K | 9.1% | |
| Vanguard Equity-Income Admiral | Mutual Funds | — | — | $648K | 8.2% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $403K | 5.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $342K | 4.3% | |
| Western Asset Core Plus Bond IS | Other securities | — | — | $299K | 3.8% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $267K | 3.4% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 000 | Common Collective Trust | — | — | $200K | 2.5% | |
| Participant Loans (3.25% to 8.5%) - | Bonds / Notes | — | — | $150K | 1.9% | |
| Invesco Developing Markets R6 539 Janus Henderson Small Cap Value N | Mutual Funds | — | — | $144K | 1.8% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $24K | 0.3% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $17K | 0.2% | |
| AMERICAN CENTURY US MID CAP VALUE E SEI TRUST COMPANY · EIN 27-0572972 / PN 000 | Common Collective Trust | — | — | $11K | 0.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $6K | <0.1% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $5K | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $4K | <0.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2K | <0.1% | |
| Calvert US Large Cap Core Responsible Index R6 | Other securities | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $1K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $804 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $802 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $8K |
| — |
