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Original filing (PDF)20231016165022NAL0077232962001

UNICEP PACKAGING, LLC

Form 5500
FILING_RECEIVED
UNICEP PACKAGING, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
137
Accounts w/ balance
104
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNICEP PACKAGING, LLC.
Plan sponsor
Name
UNICEP PACKAGING, LLC
EIN
46-0856256
Address
1702 INDUSTRIAL DRIVE · SANDPOINT, ID · 83864
Phone
(208) 265-9696
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
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 BROS. CPA
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
VOYA RETIREMENT INS AND ANNUITY CO71-0294708SERVICE PROVIDER$2K
MERCER INVESTMENT MANAGEMENT INC30-0282430SERVICE PROVIDER$0

Investments

1 pooled fund· $3.1M(98% 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.

InvestmentTypeCurrent value% of plan
MAP CONTRACT SEPARATE ACCOUNT D
VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000
Pooled Separate Account
$3.1M97.6%

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