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Original filing (PDF)20250926160914NAL0008747297001
BEMIS MANUFACTURING COMPANY
Form 5500
FILING_RECEIVED
BEMIS EMPLOYEES' SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
385
Accounts w/ balance
588
Plan assets (EOY)
$107.6M
Net assets (EOY)
$107.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 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 (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEMIS MANUFACTURING COMPANY.
Plan sponsor
Name
BEMIS MANUFACTURING COMPANY
EIN
39-0159363
Address
300 MILL STREET, PO BOX 901 · SHEBOYGAN FALLS, WI · 53085
Phone
(920) 467-5263
Industry
Manufacturingsee 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
2025-09-26
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
Investments
28 direct securities · 2 pooled funds· $107.7M(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
$96.5M
28 holdings
Common Collective Trust
$11.0M
1 holding
Pooled Separate Account
$213K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund | — | — | — | $21.3M | 19.8% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $11.0M | 10.2% | |
| Dodge & Cox Dodge & Cox Balanced Fund | — | — | — | $10.7M | 9.9% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $7.6M | 7.1% | |
| American Funds American Funds 2040 Target Date Retirement | — | — | — | $7.6M | 7.0% | |
| American Funds American Funds 2030 Target Date Retirement | — | — | — | $7.4M | 6.9% | |
| T. Rowe Price T. Rowe Price New Horizons Fund | — | — | — | $6.5M | 6.1% | |
| American Funds American Funds 2050 Target Date Retirement | — | — | — | $5.9M | 5.5% | |
| Vanguard 500 Index Fund | — | — | — | $4.8M | 4.4% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $4.1M | 3.8% | |
| Janus Henderson Janus Henderson Enterprise Fund | — | — | — | $3.7M | 3.5% | |
| Allspring Core Bond Fund | — | — | — | $3.4M | 3.2% | |
| American Beacon American Beacon Small Cap Value Fund | — | — | — | $3.2M | 3.0% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $2.0M | 1.9% | |
| American Funds American Funds 2035 Target Date Retirement | — | — | — | $1.5M | 1.4% | |
| American Funds American Funds 2060 Target Date Retirement | — | — | — | $1.5M | 1.4% | |
| Vanguard Small Cap Index Fund | — | — | — | $944K | 0.9% | |
| American Funds American Funds 2025 Target Date Retirement | — | — | — | $792K | 0.7% | |
| American Funds American Funds 2020 Target Date Retirement | — | — | — | $744K | 0.7% | |
| Vanguard Mid Cap Index Fund | — | — | — | $701K | 0.7% | |
| American Funds American Funds 2010 Target Date Retirement | — | — | — | $590K | 0.5% | |
| American Funds American Funds 2055 Target Date Retirement | — | — | — | $472K | 0.4% | |
| American Funds American Funds 2065 Target Date Retirement | — | — | — | $470K | 0.4% | |
| American Funds American Funds 2045 Target Date Retirement | — | — | — | $280K | 0.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $213K | 0.2% | |
| (E) | — | — | $1K | $28K | <0.1% | |
| Fidelity Total Market Index Fund | — | — | — | $28K | <0.1% | |
| (E) | — | — | — | $15K | <0.1% | |
| American Funds American Funds 2015 Target Date Retirement | — | — | — | $15K | <0.1% | |
| American Funds American Funds 2070 Target Date Retirement | — | — | — | $1K | <0.1% |
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