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Original filing (PDF)20250730051352NAL0004224465001
COM-PAC INTERNATIONAL
Form 5500
FILING_RECEIVED
COM-PAC INTERNATIONAL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
26% in single holding~167 bps in Sched C fees
Active participants
178
Accounts w/ balance
151
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "PIONEER FUNDAMENTAL GROWTH K" is 26% of plan.
- 167 bps in Schedule C fees — 221% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COM-PAC INTERNATIONAL.
Plan sponsor
Name
COM-PAC INTERNATIONAL
EIN
37-1254496
Address
800 INDUSTRIAL PARK RD. · CARBONDALE, IL · 62901
Phone
(618) 529-2421
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
2025-07-30
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
KEMPER CPA GROUP LLP
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 | $29K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
Investments
26 direct securities · 1 pooled fund· $2.1M(96% 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
$2.1M
26 holdings
Common Collective Trust
$30K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $564K | 25.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $250K | 11.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $181K | 8.1% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $164K | 7.4% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $125K | 5.6% | |
| AMC EMERGING MKTS - R6 476 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $113K | 5.0% | |
| JPMORGAN EQUITY INCOME FUND R6 38 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $110K | 4.9% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $94K | 4.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $70K | 3.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $65K | 2.9% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $59K | 2.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $54K | 2.4% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $38K | 1.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $34K | 1.5% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $33K | 1.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $30K | 1.3% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $26K | 1.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $25K | 1.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $23K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K 358 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $22K | 1.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $19K | 0.9% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $17K | 0.8% | |
| STATE ST EQUITY 500 INDEX K 40 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $16K | 0.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $10K | 0.4% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $2K | <0.1% |
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