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Original filing (PDF)20251014164337NAL0003434097001
PACKAGING COORDINATORS INC.
Form 5500
FILING_RECEIVED
PACKAGING COORDINATORS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
4,091
Accounts w/ balance
4,324
Plan assets (EOY)
$188.1M
Net assets (EOY)
$188.1M
How this plan invests
This plan
11 pooled trusts
Schedule D
27 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
- 20 bps in Schedule C fees — 100% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACKAGING COORDINATORS INC..
Plan sponsor
Name
PACKAGING COORDINATORS INC.
EIN
45-5161460
Address
3001 RED LION ROAD · PHILADELPHIA, PA · 19114
Phone
(215) 613-3785
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
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
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $312K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON | 36-6055558 | — | ACCOUNTANT/AUDITOR | $33K | — |
Investments
17 direct securities · 11 pooled funds· $193.2M(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.
Common Collective Trust
$123.8M
11 holdings
Uncategorized
$67.1M
16 holdings
Mutual Funds
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $7.3M | 3.9% | |
| to 8.50%, maturing through 2028 | — | — | — | $6.0M | 3.2% | |
| Fidelity Investments MANAGED INCOME PORTFOLIO CLASS 1 | — | — | — | $5.1M | 2.7% | |
| Fidelity Investments GLB EX US IDX | — | — | — | $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 | — | — | — | $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 | — | — | — | $2.8M | 1.5% | |
| Fidelity Investments BALANCED FUND K | — | — | — | $2.7M | 1.4% | |
| American Funds EUROPACIFIC GROWTH FUND CLASS R-6 | Mutual Funds | — | — | $2.3M | 1.2% | |
| Fidelity Investments 500 INDEX | — | — | — | $1.9M | 1.0% | |
| American Century SMALL CAP VALUE FUND CLASS R-6 | — | — | — | $1.8M | 0.9% | |
| American Funds NEW WORLD FUND CLASS R-6 | — | — | — | $1.1M | 0.6% | |
| BlackRock MIDCAP GRTH IS | — | — | — | $1.1M | 0.6% | |
| JH DSCPL VAL MDCP R6 JH DSCPL VAL MDCP R6 | — | — | — | $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. | — | — | — | $440K | 0.2% | |
| Neuberger Berman REAL ESTATE R6 | — | — | — | $146K | <0.1% |