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Original filing (PDF)20251013142134NAL0000710339001
VANGUARD PACKAGING, LLC
Form 5500
FILING_RECEIVED
VANGUARD PACKAGING 401(K) PLAN
401(k) retirement plan
Active participants
216
Accounts w/ balance
251
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 71% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANGUARD PACKAGING, LLC.
Plan sponsor
Name
VANGUARD PACKAGING, LLC
EIN
43-1055764
Address
8800 NE UNDERGROUND DR PILLAR 255E · KANSAS CITY, MO · 641619746
Phone
(816) 414-3005
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $95K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
31 direct securities · 1 pooled fund· $36.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$19.7M
31 holdings
Pooled Separate Account
$16.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $16.4M | 83.0% | |
| Talcott Resolution Life Insurance Company Mass Mutual Blue Chip Growth I | — | — | — | $3.2M | 15.9% | |
| Talcott Resolution Life Insurance Company Fixed account | — | — | — | $3.1M | 15.7% | |
| Talcott Resolution Life Insurance Company Vanguard 500 Index ADM | — | — | — | $3.0M | 15.1% | |
| Talcott Resolution Life Insurance Company American Funds Indexselect Moderate 2045 | — | — | — | $1.3M | 6.7% | |
| Talcott Resolution Life Insurance Company American Funds Indexselect Moderate 2035 | — | — | — | $1.3M | 6.4% | |
| Talcott Resolution Life Insurance Company Massachusetts Financial Services Company MFS Mid Cap Growth–R6 | — | — | — | $1.1M | 5.7% | |
| Talcott Resolution Life Insurance Company Mass Mutual Balanced I | — | — | — | $976K | 4.9% | |
| Talcott Resolution Life Insurance Company Vanguard Mid Cap Index ADM | — | — | — | $741K | 3.7% | |
| Talcott Resolution Life Insurance Company American Funds Indexselect Moderate 2055 | — | — | — | $731K | 3.7% | |
| Talcott Resolution Life Insurance Company American Funds Cap World Growth and Income R6 | — | — | — | $694K | 3.5% | |
| Talcott Resolution Life Insurance Company Fidelity International Index Investor I | — | — | — | $632K | 3.2% | |
| Talcott Resolution Life Insurance Company Alliance Bernstein AB Small Cap Growth–Z | — | — | — | $547K | 2.8% | |
| Talcott Resolution Life Insurance Company Royce Total Return Inst | — | — | — | $540K | 2.7% | |
| Talcott Resolution Life Insurance Company Pimco Income Inst | — | — | — | $466K | 2.4% | |
| Talcott Resolution Life Insurance Company Vanguard Small Cap Index ADM | — | — | — | $267K | 1.4% | |
| various dates through April 2030 | — | — | — | $244K | 1.2% | |
| Talcott Resolution Life Insurance Company Indexselect Aggressive 2055 | — | — | — | $171K | 0.9% | |
| Talcott Resolution Life Insurance Company American Funds Europacific Growth | — | — | — | $110K | 0.6% | |
| Talcott Resolution Life Insurance Company Indexselect Aggressive 2045 | — | — | — | $104K | 0.5% | |
| Talcott Resolution Life Insurance Company American Funds Indexselect Moderate Retirement | — | — | — | $101K | 0.5% | |
| Talcott Resolution Life Insurance Company Thornburg Developing World R6 | — | — | — | $83K | 0.4% | |
| Talcott Resolution Life Insurance Company Invesco Gold & Spec Minerals R6 | — | — | — | $68K | 0.3% | |
| Talcott Resolution Life Insurance Company First Eagle Global | — | — | — | $48K | 0.2% | |
| Talcott Resolution Life Insurance Company Allspring Special Midcap Value R6 | — | — | — | $48K | 0.2% | |
| Talcott Resolution Life Insurance Company American Century Equity Income R6 | — | — | — | $41K | 0.2% | |
| Talcott Resolution Life Insurance Company Indexselect Aggressive Retire Fund | — | — | — | $39K | 0.2% | |
| Talcott Resolution Life Insurance Company Indexselect Conservative 2045 | — | — | — | $15K | <0.1% | |
| Talcott Resolution Life Insurance Company American Funds Indexselect Conservative 2035 I | — | — | — | $14K | <0.1% | |
| Talcott Resolution Life Insurance Company Indexselect Conservative 2055 | — | — | — | $10K | <0.1% | |
| Talcott Resolution Life Insurance Company Indexselect Aggressive 2035 | — | — | — | $9K | <0.1% | |
| Talcott Resolution Life Insurance Company Indexselect Conservative Retire Fund | — | — | — | $5K | <0.1% |
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