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Original filing (PDF)20251007051305NAL0004359041001
PRESSED PAPERBOARD TECHNOLOGIES,
Form 5500
FILING_RECEIVED
PRESSED PAPERBOARD TECHNOLOGIES, LLC PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
144
Accounts w/ balance
169
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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
85
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds Target 2035" is 30% of plan.
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESSED PAPERBOARD TECHNOLOGIES,.
Plan sponsor
Name
PRESSED PAPERBOARD TECHNOLOGIES,
EIN
38-3471814
Address
115 BENTLEY COURT · FINDLAY, OH · 45840
Phone
(419) 423-4030
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
2025-10-07
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
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA GROUP, INC. | 81-4473358 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
Investments
23 direct securities · 1 pooled fund· $3.9M(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
$3.8M
23 holdings
Common Collective Trust
$57K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target 2035 | — | — | — | $1.2M | 29.9% | |
| American Funds Target 2025 | — | — | — | $664K | 17.1% | |
| American Funds Target 2050 | — | — | — | $468K | 12.1% | |
| American Funds Target 2055 | — | — | — | $338K | 8.7% | |
| American Funds Target 2060 | — | — | — | $204K | 5.3% | |
| with maturities through September 2028) | — | — | — | $161K | 4.2% | |
| American Funds Target 2040 | — | — | — | $156K | 4.0% | |
| American Funds Target 2045 | — | — | — | $117K | 3.0% | |
| Fidelity 500 Index | — | — | — | $115K | 3.0% | |
| American Funds Target 2030 | — | — | — | $89K | 2.3% | |
| American Funds Target 2020 | — | — | — | $87K | 2.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $57K | 1.5% | |
| American Century ULTRA R6 | — | — | — | $48K | 1.2% | |
| Pimco International Bond Fund | — | — | — | $40K | 1.0% | |
| Fidelity Small Cap Index | — | — | — | $30K | 0.8% | |
| Carillon Eagle Mid Cap Growth Fund | — | — | — | $25K | 0.6% | |
| Fidelity Mid Cap Index | — | — | — | $22K | 0.6% | |
| Fidelity US Bond Index 53 Invesco Small Cap Fund | — | — | — | $21K | 0.5% | |
| American Funds New World | — | — | — | $17K | 0.4% | |
| JP Morgan International Equity | — | — | — | $16K | 0.4% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $12K | 0.3% | |
| Principal Small Cap Growth Fund | — | — | — | $12K | 0.3% | |
| PUTNAM Large Cap Value Fund | — | — | — | $11K | 0.3% | |
| MFS Mid Cap Value Fund | — | — | — | $10K | 0.2% |
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