Sondra Fernette signed Packaging Coordinators Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Packaging Coordinators Inc.'s EIN is 45-5161460.
Download the official 2024 Form 5500 (PDF) for Packaging Coordinators Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Packaging Coordinators Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $312K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $17.4M | 9.3% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $15.5M | 8.2% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $15.2M | 8.1% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $14.8M | 7.9% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $14.6M | 7.8% | |
| Fidelity Investments CONTRAFUND | Mutual Funds | — | — | $13.9M | 7.4% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $13.6M | 7.2% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $13.3M | 7.1% | |
| Fidelity Investments EXTD MKT IDX | Common Collective Trusts | — | — | $12.9M | 6.9% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $11.1M | 5.9% | |
| Dodge & Cox STOCK FUND | Mutual Funds | — | — | $7.3M | 3.9% | |
| to 8.50%, maturing through 2028 | Bonds / Notes | — | — | $6.0M | 3.2% | |
| Fidelity Investments MANAGED INCOME PORTFOLIO CLASS 1 | Mutual Funds | — | — | $5.1M | 2.7% | |
| Fidelity Investments GLB EX US IDX | Common Collective Trusts | — | — | $5.0M | 2.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.8M | 2.5% | |
| Baird Funds AGGREGATE BOND FUND CLASS INSTITUTIONAL | Other securities | — | — | $4.2M | 2.2% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.6% | |
| I O Discovery I O DISCOVERY R6 | Other securities | — | — | $2.8M | 1.5% | |
| Fidelity Investments BALANCED FUND K | Mutual Funds | — | — | $2.7M | 1.4% | |
| American Funds EUROPACIFIC GROWTH FUND CLASS R-6 | Mutual Funds | — | — | $2.3M | 1.2% | |
| Fidelity Investments 500 INDEX | Common Collective Trusts | — | — | $1.9M | 1.0% | |
| American Century SMALL CAP VALUE FUND CLASS R-6 | Other securities | — | — | $1.8M | 0.9% | |
| American Funds NEW WORLD FUND CLASS R-6 | Mutual Funds | — | — | $1.1M | 0.6% | |
| BlackRock MIDCAP GRTH IS | Other securities | — | — | $1.1M | 0.6% | |
| JH DSCPL VAL MDCP R6 JH DSCPL VAL MDCP R6 | Other securities | — | — | $650K | 0.3% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $525K | 0.3% | |
| Dimensional Fund Advisors INTERNATIONAL SMALL COMPANY PORTFOLIO INSTL. | Mutual Funds | — | — | $440K | 0.2% | |
| Neuberger Berman REAL ESTATE R6 | Other securities | — | — | $146K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON | 36-6055558 | — | ACCOUNTANT/AUDITOR | $33K | — |
