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Original filing (PDF)20250620130915NAL0002345443001
PLASTIC INGENUITY, INC.
Form 5500
FILING_RECEIVED
PLASTIC INGENUITY, INC. PROFIT SHARING AND SAVINGS PLAN
401(k) retirement plan
Active participants
925
Accounts w/ balance
1,081
Plan assets (EOY)
$155.9M
Net assets (EOY)
$155.9M
How this plan invests
This plan
15 pooled trusts
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLASTIC INGENUITY, INC..
Plan sponsor
Name
PLASTIC INGENUITY, INC.
EIN
39-1216424
Address
1017 PARK STREET · CROSS PLAINS, WI · 53528
Phone
(608) 798-3071
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
2025-06-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial 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
WEGNER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES, INC. | 91-2090931 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS INVESTMENT COUNCIL | 90-0142264 | — | ADVISOR | $177K | — |
Investments
34 direct securities · 15 pooled funds· $153.8M(99% 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
$105.7M
34 holdings
Common Collective Trust
$48.2M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity US Bond Index Instl Prem Mutual Fund | — | — | $16.6M | $15.2M | 9.8% | |
| Fidelity Total Market Index Instl Prem Mutual Fund | — | — | $8.7M | $13.5M | 8.6% | |
| Fidelity Large Cap Growth Indx Instl Prm Mutual Fund | — | — | $6.7M | $12.3M | 7.9% | |
| American Funds Europacific Growth R6 Mutual Fund | — | — | $11.0M | $10.7M | 6.9% | |
| FMI Large Cap Mutual Fund | — | — | $9.3M | $8.1M | 5.2% | |
| GS Emerg Mrkts Eqty-R6 Mutual Fund | — | — | $7.6M | $8.0M | 5.1% | |
| Wahl Farm Real Estate | — | — | $127K | $7.4M | 4.8% | |
| T. ROWE PRICE RETIREMENT 2060 TR-A MATRIX TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $5.7M | $6.9M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2040 TR-A MATRIX TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $4.3M | $5.4M | 3.5% | |
| Pimco Commoditypl Strat-Ins Mutual Fund | — | — | $6.4M | $5.2M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2035 TR-A MATRIX TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $4.0M | $4.9M | 3.1% | |
| T. ROWE PRICE RETIREMENT 2050 TR-A MATRIX TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $3.8M | $4.8M | 3.1% | |
| JPMorgan Mid Cap Value R6 Mutual Fund | — | — | $4.6M | $4.6M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2055 TR-A MATRIX TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $3.5M | $4.2M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2045 TR-A MATRIX TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $3.3M | $4.1M | 2.6% | |
| Vanguard Mid-Cap Growth Mutual Fund | — | — | $2.8M | $4.0M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2030 TR-A MATRIX TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $3.3M | $4.0M | 2.5% | |
| American Beacon Small Cap Value Fund R6 Mutual Fund | — | — | $3.9M | $3.9M | 2.5% | |
| MFS Emerging Markets Debt Fund R6 Mutual Fund | — | — | $4.2M | $3.8M | 2.4% | |
| GENEVA SMALL CAP GROWTH COLLECTIVE MATRIX TRUST COMPANY · EIN 38-4116861 / PN 518 | Common Collective Trust | — | $3.6M | $3.7M | 2.4% | |
| DFA International Small Company I Mutual Fund | — | — | $3.1M | $3.2M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2020 TR-A MATRIX TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | $2.3M | $2.6M | 1.7% | |
| T. ROWE PRICE RETIREMENT 2025 TR-A MATRIX TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $2.1M | $2.4M | 1.5% | |
| Participant Loans Interest at 4.01% to 9.50% n/a | — | — | — | $2.0M | 1.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $1.8M | $1.9M | 1.2% | |
| T. ROWE PRICE RETIREMENT BALANCED T MATRIX TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | $1.3M | $1.4M | 0.9% | |
| Schroeder Farm Real Estate | — | — | $127K | $1.1M | 0.7% | |
| DFA Inflation-Protected Securities I Mutual Fund | — | — | $1.1M | $1.0M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TR-A MATRIX TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $906K | $955K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 TR-A MATRIX TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | $821K | $933K | 0.6% | |
| Landes Farm Real Estate | — | — | $92K | $820K | 0.5% | |
| Due 06-30-26 | — | — | $132K | $132K | <0.1% | |
| United Community Bk W Ke, CD, 4.150% Due 04-10-29 | — | — | $113K | $114K | <0.1% | |
| Due 08-12-25 | — | — | $116K | $114K | <0.1% | |
| Customers Bank, Corporate Bond, 3.950% Due 10-30-29 | — | — | $105K | $105K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TR-A MATRIX TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $90K | $90K | <0.1% | |
| Due 04-20-28 | — | — | $78K | $80K | <0.1% | |
| Due 05-21-29 | — | — | $68K | $70K | <0.1% | |
| Due 07-15-25 | — | — | $63K | $61K | <0.1% | |
| Texas Exchange Bank SSB, Corporate Bond, 0.650% Due 02-02-26 | — | — | $52K | $50K | <0.1% | |
| Due 10-19-2028 | — | — | $26K | $27K | <0.1% | |
| Due 01-23-25 | — | — | $27K | $25K | <0.1% | |
| Cross Bank, CD, 5.250% Due 05-28-27 | — | — | $25K | $25K | <0.1% | |
| Cash, Wells Fargo Bank | — | — | — | $18K | <0.1% | |
| Due 09-08-26 | — | — | $17K | $16K | <0.1% | |
| Due 04-13-27 | — | — | $9K | $9K | <0.1% | |
| Due 08-21-29 | — | — | $5K | $5K | <0.1% | |
| Vanguard Federal Money Market Investor | — | — | $4K | $4K | <0.1% | |
| Goldman Sachs Finl Sq Govn Mm Fd#465 | — | — | $2K | $2K | <0.1% |
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