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Original filing (PDF)20251012081953NAL0000206305001

RADIUS PACKAGING, INC.

Form 5500
FILING_RECEIVED
RADIUS PACKAGING, INC. 401 (K) PLAN
401(k) retirement plan
Active participants
235
Accounts w/ balance
269
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RADIUS PACKAGING, INC..
Plan sponsor
Name
RADIUS PACKAGING, INC.
EIN
39-1170261
Address
2160 S 170TH ST · NEW BERLIN, WI · 53151
Phone
(920) 676-0890
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
2025-10-12
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANYGREENWOOD VILLAGE, CORECORDKEEPER$28K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
MERRILL LYNCH PIERCE FENNER & SMITHPENNINGTON, NJINVESTMENT ADVISOR$21K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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