Stormy Melton signed Custom-PAK, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Custom-PAK, Inc.'s EIN is 42-1022942.
Download the official 2024 Form 5500 (PDF) for Custom-PAK, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Custom-PAK, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $16K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $8.2M | 17.7% | |
| Vanguard | Mutual Funds | — | — | $7.6M | 16.3% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $5.0M | 10.7% | |
| American Fund | Other securities | — | — | $4.5M | 9.7% | |
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.6M | 7.7% | |
| Metropolitan Life Insurance Company | Common Stocks | — | — | $3.6M | 7.7% | |
| Baird | Other securities | — | — | $3.0M | 6.4% | |
| Vanguard | Mutual Funds | — | — | $2.9M | 6.3% | |
| Fidelity | Mutual Funds | — | — | $2.6M | 5.5% | |
| Vanguard | Mutual Funds | — | — | $1.9M | 4.1% | |
| Vanguard | Mutual Funds | — | — | $1.3M | 2.8% | |
| Participant loans | Participant loans | — | — | $1.3M | 2.7% | |
| Vanguard | Mutual Funds | — | — | $1.2M | 2.5% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $1.1M | 2.4% | |
| Vanguard | Mutual Funds | — | — | $903K | 1.9% | |
| Blackrock | Other securities | — | — | $488K | 1.0% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $480K | 1.0% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $477K | 1.0% | |
| Fidelity | Mutual Funds | — | — | $61K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
