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Original filing (PDF)20250815095404NAL0010072515001
KENDALL PACKAGING CORPORATION
Form 5500
FILING_RECEIVED
KENDALL PACKAGING CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
166
Accounts w/ balance
198
Plan assets (EOY)
$21.3M
Net assets (EOY)
$21.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENDALL PACKAGING CORPORATION.
Plan sponsor
Name
KENDALL PACKAGING CORPORATION
EIN
39-1542665
Address
10335 NORTH PORT WASHINGTON ROAD · SUITE 200 · MEQUON, WI · 53092
Phone
(262) 404-1200
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
2025-08-15
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KERBER, ECK & BRAECKEL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC | 39-1828175 | — | ADVISOR | $45K | — |
Investments
30 direct securities · 1 pooled fund· $21.3M(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
$20.0M
30 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Balanced Fund | — | — | $2.1M | $2.5M | 11.9% | |
| Dodge & Cox Income X | — | — | $2.0M | $2.0M | 9.5% | |
| Fidelity Total Market Index PR | — | — | $1.0M | $1.6M | 7.6% | |
| Fidelity Contrafund | — | — | $1.1M | $1.6M | 7.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $1.3M | $1.3M | 6.2% | |
| Vanguard Target Retirement 2025 | — | — | $1.2M | $1.3M | 5.9% | |
| MFS International Diversification | — | — | $1.1M | $1.2M | 5.5% | |
| Fidelity International Index PR | — | — | $892K | $961K | 4.5% | |
| Vanguard Target Retirement 2035 | — | — | $785K | $927K | 4.4% | |
| American Funds New World R5 | — | — | $680K | $759K | 3.6% | |
| Vanguard Value Index Adm | — | — | $486K | $709K | 3.3% | |
| Vanguard Target Retirement 2050 | — | — | $543K | $695K | 3.3% | |
| Vanguard Midcap Index Adm | — | — | $417K | $655K | 3.1% | |
| Vanguard Target Retirement 2040 | — | — | $552K | $639K | 3.0% | |
| MFS Mid Cap Value R6 | — | — | $498K | $631K | 3.0% | |
| Vanguard Growth Index Adm | — | — | $195K | $528K | 2.5% | |
| Vanguard Target Retirement 2030 | — | — | $455K | $503K | 2.4% | |
| Fidelity Small Cap Value Fund | — | — | $386K | $434K | 2.0% | |
| Vanguard Target Retirement 2045 | — | — | $348K | $431K | 2.0% | |
| JPM Global Bond Opporunity | — | — | $322K | $315K | 1.5% | |
| Janus ASP Enterprise I | — | — | $225K | $272K | 1.3% | |
| Columbia Small Cap Index | — | — | $281K | $265K | 1.2% | |
| Vanguard Target Retirement 2060 | — | — | $187K | $230K | 1.1% | |
| Vanguard REIT Index Adm | — | — | $183K | $184K | 0.9% | |
| BNYM Nat Res Y | — | — | $170K | $156K | 0.7% | |
| Vanguard Target Retirement 2055 | — | — | $111K | $134K | 0.6% | |
| Participant Loans Interest rates ranging from 5.25% to 10.50% - | — | — | — | $115K | 0.5% | |
| Fidelity Small Cap Growth Fund | — | — | $95K | $112K | 0.5% | |
| Vanguard Target Retirement Inc | — | — | $69K | $62K | 0.3% | |
| Vanguard Target Retirement 2070 | — | — | $34K | $36K | 0.2% | |
| Vanguard Target Retirement 2065 | — | — | $30K | $32K | 0.2% |