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Original filing (PDF)20251014051404NAL0003186512001
EAGLE FLEXIBLE PACKAGING
Form 5500
FILING_RECEIVED
EAGLE FLEXIBLE PACKAGING 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
123
Accounts w/ balance
156
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAGLE FLEXIBLE PACKAGING.
Plan sponsor
Name
EAGLE FLEXIBLE PACKAGING
EIN
36-3975095
Address
1100 KINGSLAND DR. · BATAVIA, IL · 60510
Phone
(630) 406-1760
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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DUGAN LOPATKA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
Investments
22 direct securities · 1 pooled fund· $4.6M(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.
Registered Investment Companies
$4.5M
22 holdings
Common Collective Trust
$81K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $973K | 20.3% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $644K | 13.4% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $431K | 9.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $329K | 6.9% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $314K | 6.6% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $301K | 6.3% | |
| AB SMALL CAP GROWTH PORT Z 777 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $261K | 5.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $252K | 5.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $198K | 4.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $180K | 3.8% | |
| FIDELITY EQUITY INCOME FUND - | Registered Investment Companies | — | — | $119K | 2.5% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $97K | 2.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $96K | 2.0% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $81K | 1.7% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $79K | 1.6% | |
| PGIM US REAL ESTATE FUND R6 | Registered Investment Companies | — | — | $73K | 1.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $44K | 0.9% | |
| PERMANENT PORTFOLIO 75 REGISTERED INVESTMENT COMPANY MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $33K | 0.7% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $26K | 0.5% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $25K | 0.5% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $8K | 0.2% | |
| EMP TRP MID CAP GROWTH INST | Registered Investment Companies | — | — | $6K | 0.1% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $2K | <0.1% |
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