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Original filing (PDF)20251014171806NAL0006947426001
ANCHOR BAY PACKAGING CORPORATION
Form 5500
FILING_RECEIVED
ANCHOR BAY PACKAGING CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
259
Accounts w/ balance
262
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
How this plan invests
This plan
5 pooled trusts
Schedule D
23 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANCHOR BAY PACKAGING CORPORATION.
Plan sponsor
Name
ANCHOR BAY PACKAGING CORPORATION
EIN
38-2643852
Address
30905 23 MILE RD · CHESTERFIELD, MI · 48047
Phone
(586) 949-4040
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MRPR GROUP, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $47K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
Investments
21 direct securities · 5 pooled funds· $31.5M(100% 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
$20.8M
21 holdings
Pooled Separate Account
$10.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Co. Principal Guaranteed Option | — | — | — | $5.4M | 21.1% | |
| Principal Life Insurance Co. Principal Core Fixed Income Separate Account | — | — | — | $4.2M | 16.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $4.2M | 16.4% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $3.9M | 15.4% | |
| Putnam Investments Putnam Large Cap Value Fund | — | — | — | $2.6M | 10.1% | |
| MFS Massachusetts Investors Growth Stock Fund | — | — | — | $2.3M | 9.0% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.8M | 7.2% | |
| Principal Life Insurance Co. Principal Large Cap S&P 500 Index Fund | — | — | — | $1.3M | 5.1% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.3M | 5.1% | |
| J.P. Morgan Undiscovered Managers Behavioral Value Fund | — | — | — | $699K | 2.7% | |
| SEI Trust Co. Allspring Special Mid Cap Value Fund | — | — | — | $685K | 2.7% | |
| Principal Life Insurance Co. Principal Mid Cap S&P 400 Index Fund | — | — | — | $657K | 2.6% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $657K | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $643K | 2.5% | |
| Janus Henderson Enterprise Fund | — | — | — | $574K | 2.3% | |
| Vanguard Explorer Admiral Fund | — | — | — | $559K | 2.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $24K | <0.1% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $13K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $6K | <0.1% | |
| Hartford Schroder International Stock SDR Fund | — | — | — | $3K | <0.1% | |
| (E) | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $1K | <0.1% |
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