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Original filing (PDF)20251015122456NAL0002403043001
A & B PACKING EQUIPMENT, INC.
Form 5500
FILING_RECEIVED
A & B PACKING 401(K) PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
104
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A & B PACKING EQUIPMENT, INC..
Plan sponsor
Name
A & B PACKING EQUIPMENT, INC.
EIN
38-3662907
Address
732 WEST SAINT JOSEPH STREET · LAWRENCE, MI · 490649338
Phone
(269) 539-4700
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
2025-10-15
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FOX & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
Investments
31 direct securities · 14 pooled funds· $4.9M(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
$3.2M
31 holdings
Pooled Separate Account
$1.7M
13 holdings
Common Collective Trust
$32K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN BLUE CHIP SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $371K | 11.7% | |
| Prin SmallCap Growth I SA-R3 | — | — | $0 | $371K | 11.7% | |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $352K | 11.1% | |
| Prin SmallCap Value II SA-R3 | — | — | $0 | $352K | 11.1% | |
| Prin SmCap S&P 600 Index SA-R3 | — | — | $0 | $239K | 7.6% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $239K | 7.6% | |
| Am Fds 2060 Trgt Dte Rtm R3 Fd | — | — | $0 | $211K | 6.7% | |
| Am Fds 2055 Trgt Dte Rtm R3 Fd | — | — | $0 | $210K | 6.7% | |
| Prin MidCap Value I SA-R3 | — | — | $0 | $175K | 5.6% | |
| Prin U.S. Property Sep Acct-R3 | — | — | $0 | $175K | 5.5% | |
| PRIN SMALLCAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $175K | 5.5% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $172K | 5.5% | |
| Principal Bond Mkt Index SA-R3 | — | — | $0 | $172K | 5.5% | |
| Am Fds 2065 Trgt Dte Rtm R3 Fd | — | — | $0 | $147K | 4.6% | |
| Amer Funds New World R3 Fund | — | — | $0 | $110K | 3.5% | |
| Amer Funds New Economy R3 Fund | — | — | $0 | $109K | 3.5% | |
| PRIN U.S. PROPERTY SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $89K | 2.8% | |
| Prin Equity Income SA-R3 | — | — | $0 | $89K | 2.8% | |
| Am Fds 2010 Trgt Dte Rtm R3 Fd | — | — | $0 | $83K | 2.6% | |
| Am Fds 2030 Trgt Dte Rtm R3 Fd | — | — | $0 | $71K | 2.2% | |
| Participant Loans | — | — | $0 | $70K | 2.2% | |
| Prin Blue Chip SA-R3 | — | — | $0 | $68K | 2.2% | |
| PRIN EQUITY INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $68K | 2.2% | |
| Am Fds 2035 Trgt Dte Rtm R3 Fd | — | — | $0 | $67K | 2.1% | |
| Am Fds 2045 Trgt Dte Rtm R3 Fd | — | — | $0 | $65K | 2.1% | |
| AMERICAN FUNDS 2070 TDR R3 FD | — | — | $0 | $61K | 1.9% | |
| PRIN CAPITAL APPR SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $61K | 1.9% | |
| Am Fds 2040 Trgt Dte Rtm R3 Fd | — | — | $0 | $59K | 1.9% | |
| PRIN MIDCAP VALUE I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $59K | 1.9% | |
| Prin Capital Appr SA-R3 | — | — | $0 | $59K | 1.9% | |
| Am Fds EuroPacific Grth R3 Fd | — | — | $0 | $52K | 1.6% | |
| Prin MidCap S&P 400 Idx SA-R3 | — | — | $0 | $32K | 1.0% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $32K | 1.0% | |
| PRINCIPAL BOND MKT INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $28K | 0.9% | |
| Prin LgCap S&P 500 Index SA-R3 | — | — | $0 | $28K | 0.9% | |
| MACQUARIE MID CAP GROWTH R FUN | — | — | $0 | $27K | 0.8% | |
| PRIN CORE PLUS BOND SEP ACT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $27K | 0.8% | |
| PRIN SMALLCAP VALUE II SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $25K | 0.8% | |
| Prin Core Plus Bond Sep Act-R3 | — | — | $0 | $25K | 0.8% | |
| Am Fds 2050 Trgt Dte Rtm R3 Fd | — | — | $0 | $15K | 0.5% | |
| Am Fds 2020 Trgt Dte Rtm R3 Fd | — | — | $0 | $7K | 0.2% | |
| Am Fds 2015 Trgt Dte Rtm R3 Fd | — | — | $0 | $5K | 0.2% | |
| Am Fds 2025 Trgt Dte Rtm R3 Fd | — | — | $0 | $2K | <0.1% | |
| Principal Stable Value Sgnture | — | — | $0 | $582 | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% |
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