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Original filing (PDF)20250829102340NAL0011081217001
DISPLAY PACK, INC.
Form 5500
FILING_RECEIVED
DISPLAY PACK, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
237
Accounts w/ balance
163
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
7 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISPLAY PACK, INC..
Plan sponsor
Name
DISPLAY PACK, INC.
EIN
38-1960355
Address
650 WEST STREET · CEDAR SPRINGS, MI · 49319
Phone
(616) 574-6222
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
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
22 direct securities · 7 pooled funds· $11.8M(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.
Uncategorized
$8.9M
21 holdings
Mutual Funds
$1.5M
1 holding
Common Collective Trust
$1.4M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | Mutual Funds | — | — | $1.5M | 12.4% | |
| Capital Bank and Trust American Funds 2030 Target Date Retirement Fund | — | — | — | $1.4M | 11.8% | |
| Capital Bank and Trust American Funds 2035 Target Date Retirement Fund | — | — | — | $1.2M | 10.1% | |
| Capital Bank and Trust American Funds 2040 Target Date Retirement Fund | — | — | — | $944K | 7.7% | |
| Capital Bank and Trust American Funds 2050 Target Date Retirement Fund | — | — | — | $878K | 7.2% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $581K | 4.7% | |
| Fidelity Growth Strategies Fund | — | — | — | $572K | 4.7% | |
| Capital Bank and Trust American Funds 2025 Target Date Retirement Fund | — | — | — | $563K | 4.6% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $542K | 4.4% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $527K | 4.3% | |
| Vanguard Developed Markets Index Admiral Fund | — | — | — | $460K | 3.7% | |
| Capital Bank and Trust American Funds 2055 Target Date Retirement Fund | — | — | — | $390K | 3.2% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $347K | 2.8% | |
| Capital Bank and Trust American Funds 2045 Target Date Retirement Fund | — | — | — | $334K | 2.7% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $276K | 2.2% | |
| Capital Bank and Trust American Funds New World Fund | — | — | — | $268K | 2.2% | |
| Dimensional Fund Advisors DFA US Targeted Value Fund | — | — | — | $218K | 1.8% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities Fund | — | — | — | $153K | 1.2% | |
| PIMCO Income Instl Fund | — | — | — | $129K | 1.0% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $90K | 0.7% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $63K | 0.5% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Fund | — | — | — | $61K | 0.5% | |
| Capital Bank and Trust American Funds 2015 Target Date Retirement Fund | — | — | — | $45K | 0.4% | |
| Capital Bank and Trust American Funds 2060 Target Date Retirement Fund | — | — | — | $42K | 0.3% | |
| CORE PLUS BOND FUND II FEE CLASS R1 GREAT GRAY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $37K | 0.3% | |
| Capital Bank and Trust American Funds 2010 Target Date Retirement Fund | — | — | — | $25K | 0.2% | |
| Capital Bank and Trust American Funds 2065 Target Date Retirement Fund | — | — | — | $14K | 0.1% | |
| Legg Mason Western Asset High Yield Fund | — | — | — | $10K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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