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Original filing (PDF)20251014091409NAL0001158515001
OLIVER PACKAGING, LLC
Form 5500
FILING_RECEIVED
OLIVER, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
436
Accounts w/ balance
479
Plan assets (EOY)
$53.3M
Net assets (EOY)
$53.3M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLIVER PACKAGING, LLC.
Plan sponsor
Name
OLIVER PACKAGING, LLC
EIN
37-1864363
Address
10 GILPIN AVE. · HAUPPAUGE, NY · 11788
Phone
(631) 234-1400
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
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | — | SERVICE PROVIDER | $15K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $2K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
35 direct securities · 1 pooled fund· $103.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$53.3M
35 holdings
Pooled Separate Account
$49.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $49.9M | 93.7% | |
| Voya Vanguard 500 Index Fund - Admiral Class | — | — | — | $6.8M | 12.7% | |
| Voya JPMorgan LargeCap Growth Fund - Class R6 | — | — | — | $5.0M | 9.4% | |
| Voya Principal LifeTime Hybrid 2030 Fund - Class Z | — | — | — | $4.9M | 9.2% | |
| Voya Principal LifeTime Hybrid 2035 Fund - Class Z | — | — | — | $4.9M | 9.2% | |
| Voya Principal LifeTime Hybrid 2025 Fund - Class Z | — | — | — | $2.8M | 5.3% | |
| Voya Fixed Account | — | — | — | $2.7M | 5.1% | |
| Voya Vanguard Small-Cap Index Fund - Admiral Class | — | — | — | $2.7M | 5.0% | |
| Voya Vanguard Intermediate-Term Bond Index Fund - Admiral Class | — | — | — | $2.7M | 5.0% | |
| Voya Neuberg Berman Large Cap Value Trust - Class F | — | — | — | $2.4M | 4.5% | |
| Voya Principal LifeTime Hybrid 2020 Fund - Class Z | — | — | — | $2.1M | 3.9% | |
| Voya PIMCO Income Fund - Institutional Class | — | — | — | $1.8M | 3.4% | |
| Voya DFA International Core Equity Portfolio - Institutional Class | — | — | — | $1.8M | 3.4% | |
| Voya American Funds New Perspective - Class R6 | — | — | — | $1.8M | 3.3% | |
| Voya Vanguard Mid-Cap Index Fund - Admiral Class | — | — | — | $1.7M | 3.1% | |
| Voya Principal LifeTime Hybrid 2040 Fund - Class Z | — | — | — | $1.3M | 2.5% | |
| Voya Principal LifeTime Hybrid 2045 Fund - Class Z | — | — | — | $1.1M | 2.0% | |
| Voya Principal LifeTime Hybrid Income Fund - Class Z | — | — | — | $961K | 1.8% | |
| Voya Janus Henderson Enterprise Fund - Class N | — | — | — | $901K | 1.7% | |
| Voya Principal LifeTime Hybrid 2055 Fund - Class Z | — | — | — | $713K | 1.3% | |
| Voya American Funds New World Fund - Class R6 | — | — | — | $709K | 1.3% | |
| Notes receivable Maturity dates through April 2038, from participants Interest rates ranging from 4.25% to 9.50%. | — | — | — | $668K | 1.3% | |
| Voya Vanguard Growth Index Fund - Admiral Class | — | — | — | $667K | 1.3% | |
| Voya DFA Global Real Estate Securities Portfolio - Institutional Class | — | — | — | $616K | 1.2% | |
| Voya Principal LifeTime Hybrid 2050 Fund - Class Z | — | — | — | $395K | 0.7% | |
| Voya Vanguard Information Technology Index Fund - Admiral Class | — | — | — | $277K | 0.5% | |
| Voya Principal LifeTime Hybrid 2015 Fund - Class Z | — | — | — | $263K | 0.5% | |
| Voya Vanguard Explorer Fund - Admiral Class | — | — | — | $241K | 0.5% | |
| Voya Vanguard Developing Markets Index Fund - Admiral Fund | — | — | — | $236K | 0.4% | |
| Voya American Century Mid Cap Value Fund - Class R6 | — | — | — | $139K | 0.3% | |
| Voya Principal LifeTime Hybrid 2060 Fund - Class Z | — | — | — | $75K | 0.1% | |
| Voya Principal LifeTime Hybrid 2065 Fund - Class Z | — | — | — | $50K | <0.1% | |
| Voya Vanguard Utilities Index Fund - Admiral Fund | — | — | — | $15K | <0.1% | |
| Voya BlackRock Health Science Opportunities Portfolio - Class K | — | — | — | $9K | <0.1% | |
| Voya Government Money Market Fund | — | — | — | $8K | <0.1% | |
| Voya PIMCO CommoditiesPLUS Strategy Fund - Institutional Class | — | — | — | $6K | <0.1% |
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