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Original filing (PDF)20251024100043NAL0002679443001
ST. JOHNS PACKAGING (USA) LLC
Form 5500
FILING_RECEIVED
ST.JOHNS PACKAGING LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
76
Accounts w/ balance
96
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Fund Investor Shares" is 35% of plan.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. JOHNS PACKAGING (USA) LLC.
Plan sponsor
Name
ST. JOHNS PACKAGING (USA) LLC
EIN
46-0523263
Address
2619 PHOENIX DRIVE · GREENSBORO, NC · 27406
Phone
(336) 292-9911
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
2025-10-24
Pension benefit codes
2E · Profit-sharing
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
ANDERSON & SMITH WIKE PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $14K | — |
Investments
20 direct securities· $9.6M(99% of reported assets)
Uncategorized
$8.2M
19 holdings
Mutual Funds
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Investor Shares | — | — | — | $3.4M | 34.6% | |
| Vanguard U.S. Growth Fund | — | — | — | $1.4M | 14.4% | |
| S * Vanguard Prime Money Market Fund | Mutual Funds | — | — | $1.4M | 14.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $622K | 6.4% | |
| Vanguard Wellington Fund Investor Shares | — | — | — | $523K | 5.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $317K | 3.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $312K | 3.2% | |
| Vanguard Small-Cap Index Fund | — | — | — | $311K | 3.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $270K | 2.8% | |
| Vanguard International Growth Fund | — | — | — | $231K | 2.4% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $166K | 1.7% | |
| PARTICIPANT LOANS Participant loans Due through 2031, bearing interest rates ranging from 4.25% - 9.50% | — | — | — | $165K | 1.7% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $125K | 1.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $123K | 1.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $102K | 1.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $63K | 0.7% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $37K | 0.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $32K | 0.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $27K | 0.3% | |
| Vanguard Windsor II Fund | — | — | — | $11K | 0.1% |
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