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Original filing (PDF)20251008092335NAL0005332993001
PACKAGING CONCEPTS INC
Form 5500
FILING_RECEIVED
PACKAGING CONCEPTS INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
205
Accounts w/ balance
371
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
30 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
86
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Investments Vanguard Target Ret Income Fd" is 27% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACKAGING CONCEPTS INC.
Plan sponsor
Name
PACKAGING CONCEPTS INC
EIN
39-1164604
Address
9832 EVERGREEN INDUSTRIAL DR · SAINT LOUIS, MO · 631237249
Phone
(314) 329-9700
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
A.C. EVANS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENTERPRISE BANK & TRUST | — | CLAYTON, MO | ADVISOR | $16K | — |
Investments
30 direct securities· $10.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Investments Vanguard Target Ret Income Fd | — | — | — | $2.8M | 26.6% | |
| Fidelity Investments Fidelity Government MMkt Prm | — | — | — | $1.1M | 10.7% | |
| Vanguard Investments Vanguard LifeStrategy Growth Fund Inv | — | — | — | $1.1M | 10.5% | |
| Vanguard Investments Vanguard 500 Index Fund Adm Sh | — | — | — | $982K | 9.5% | |
| Vanguard Investments Vanguard Target Ret 2040 Fd | — | — | — | $868K | 8.4% | |
| Vanguard Investments Vanguard Target Ret 2045 Fd | — | — | — | $406K | 3.9% | |
| Vanguard Investments Vanguard Target Ret 2025 Fd | — | — | — | $314K | 3.0% | |
| T. Rowe Price T. Rowe Price Growth Stk Fd Adv Cl | — | — | — | $298K | 2.9% | |
| Vanguard Investments Vanguard Toal Bd Mkt Idx Fd Adm Sh | — | — | — | $257K | 2.5% | |
| Vanguard Investments Vanguard Target Ret 2035 Fd | — | — | — | $240K | 2.3% | |
| JPMorgan US Lg Cap Core Plus Fd Cl R5 | — | — | — | $220K | 2.1% | |
| Vanguard Investments Vanguard LifeStrategy Moderate Growth Fund Inv | — | — | — | $183K | 1.8% | |
| MFS Mid Cap Value Fd Cl R3 | — | — | — | $175K | 1.7% | |
| Vanguard Investments Vanguard Mid-Cap Ind Fd Adm Sh | — | — | — | $169K | 1.6% | |
| American Funds Am Fds Washington Mutual Inv Fd Cl R-6 | — | — | — | $157K | 1.5% | |
| Templeton Global Bond Fund Advisor Class 307 Vanguard Investments Vanguard LifeStrategy Income Fund Inv Shares | — | — | — | $150K | 1.4% | |
| American Funds Am Fds SMALLCAP World Fd Cl R-6 | — | — | — | $136K | 1.3% | |
| Loomis Sayles Loomis Sayles Bond Fund Inst Class 222 Metropolitan West Met West Tot Ret Bond Fd Cl M | — | — | — | $125K | 1.2% | |
| Vanguard Investments Vanguard Target Ret 2030 Fd | — | — | — | $109K | 1.0% | |
| JPMorgan Undiscovered Managers Behavioral Val Fd Cl A | — | — | — | $81K | 0.8% | |
| Vanguard Investments Vanguard LifeStrategy Conservative Growth Fund Inv | — | — | — | $71K | 0.7% | |
| Vanguard Investments Vanguard Total Int Stk Idx Fd Adm Sh | — | — | — | $61K | 0.6% | |
| Victory Capital Victory RS Small Cap Growth Fd Cl A | — | — | — | $58K | 0.6% | |
| Vanguard Investments Vanguard Small-Cap Ind Fd Adm Sh | — | — | — | $48K | 0.5% | |
| Vanguard Investments Vanguard Target Ret 2050 Fd | — | — | — | $39K | 0.4% | |
| Vanguard Investments Vanguard Target Ret 2020 Fd | — | — | — | $30K | 0.3% | |
| Cohen & Steers Cohen & Steers Realty Shares Fd Cl L | — | — | — | $28K | 0.3% | |
| BlackRock Inflation Pro Bd Fd Inv A Sh | — | — | — | $15K | 0.1% | |
| American Funds Am Fds EuroPacific Growth Fd Cl R-6 396 Northern Trust Northern Emerging Markets Equity Idx Fd | — | — | — | $10K | <0.1% | |
| JPMorgan High Yield Fd Cl I | — | — | — | $1K | <0.1% |
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