Joe Becher signed Packaging Concepts Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Packaging Concepts Inc.'s EIN is 39-1164604.
Download the official 2024 Form 5500 (PDF) for Packaging Concepts Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Packaging Concepts Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENTERPRISE BANK & TRUST | — | CLAYTON, MO | ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Investments Vanguard Target Ret Income Fd | Mutual Funds | — | — | $2.8M | 26.6% | |
| Fidelity Investments Fidelity Government MMkt Prm | Mutual Funds | — | — | $1.1M | 10.7% | |
| Vanguard Investments Vanguard LifeStrategy Growth Fund Inv | Mutual Funds | — | — | $1.1M | 10.5% | |
| Vanguard Investments Vanguard 500 Index Fund Adm Sh | Common Collective Trusts | — | — | $982K | 9.5% | |
| Vanguard Investments Vanguard Target Ret 2040 Fd | Mutual Funds | — | — | $868K | 8.4% | |
| Vanguard Investments Vanguard Target Ret 2045 Fd | Mutual Funds | — | — | $406K | 3.9% | |
| Vanguard Investments Vanguard Target Ret 2025 Fd | Mutual Funds | — | — | $314K | 3.0% | |
| T. Rowe Price T. Rowe Price Growth Stk Fd Adv Cl | Other securities | — | — | $298K | 2.9% | |
| Vanguard Investments Vanguard Toal Bd Mkt Idx Fd Adm Sh | Common Collective Trusts | — | — | $257K | 2.5% | |
| Vanguard Investments Vanguard Target Ret 2035 Fd | Mutual Funds | — | — | $240K | 2.3% | |
| JPMorgan US Lg Cap Core Plus Fd Cl R5 | Other securities | — | — | $220K | 2.1% | |
| Vanguard Investments Vanguard LifeStrategy Moderate Growth Fund Inv | Mutual Funds | — | — | $183K | 1.8% | |
| MFS Mid Cap Value Fd Cl R3 | Mutual Funds | — | — | $175K | 1.7% | |
| Vanguard Investments Vanguard Mid-Cap Ind Fd Adm Sh | Mutual Funds | — | — | $169K | 1.6% | |
| American Funds Am Fds Washington Mutual Inv Fd Cl R-6 | Mutual Funds | — | — | $157K | 1.5% | |
| Templeton Global Bond Fund Advisor Class 307 Vanguard Investments Vanguard LifeStrategy Income Fund Inv Shares | Mutual Funds | — | — | $150K | 1.4% | |
| American Funds Am Fds SMALLCAP World Fd Cl R-6 | Mutual Funds | — | — | $136K | 1.3% | |
| Loomis Sayles Loomis Sayles Bond Fund Inst Class 222 Metropolitan West Met West Tot Ret Bond Fd Cl M | U.S. Treasuries | — | — | $125K | 1.2% | |
| Vanguard Investments Vanguard Target Ret 2030 Fd | Mutual Funds | — | — | $109K | 1.0% | |
| JPMorgan Undiscovered Managers Behavioral Val Fd Cl A | Common Stocks | — | — | $81K | 0.8% | |
| Vanguard Investments Vanguard LifeStrategy Conservative Growth Fund Inv | Mutual Funds | — | — | $71K | 0.7% | |
| Vanguard Investments Vanguard Total Int Stk Idx Fd Adm Sh | Common Collective Trusts | — | — | $61K | 0.6% | |
| Victory Capital Victory RS Small Cap Growth Fd Cl A | Common Stocks | — | — | $58K | 0.6% | |
| Vanguard Investments Vanguard Small-Cap Ind Fd Adm Sh | Mutual Funds | — | — | $48K | 0.5% | |
| Vanguard Investments Vanguard Target Ret 2050 Fd | Mutual Funds | — | — | $39K | 0.4% | |
| Vanguard Investments Vanguard Target Ret 2020 Fd | Mutual Funds | — | — | $30K | 0.3% | |
| Cohen & Steers Cohen & Steers Realty Shares Fd Cl L | Other securities | — | — | $28K | 0.3% | |
| BlackRock Inflation Pro Bd Fd Inv A Sh | Other securities | — | — | $15K | 0.1% | |
| American Funds Am Fds EuroPacific Growth Fd Cl R-6 396 Northern Trust Northern Emerging Markets Equity Idx Fd | Common Collective Trusts | — | — | $10K | <0.1% | |
| JPMorgan High Yield Fd Cl I | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
