Daniel Enciso signed World PACK USA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
World PACK USA's EIN is 46-2310037.
Download the official 2024 Form 5500 (PDF) for World PACK USA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)World PACK USA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PERENNIAL INVESTMENT ADVISORS, LLC | 82-1239625 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $185K | 17.8% | |
| LORD ABBETT SHORT DUR INC R6 495 REGISTERED INVESTMENT COMPANY JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $159K | 15.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $122K | 11.7% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $95K | 9.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $81K | 7.8% | |
| BARON SMALL CAP FUND BARON SMA | Registered Investment Companies | — | — | $56K | 5.3% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $55K | 5.3% | |
| MFS MID CAP VALUE FUND - R6 870 REGISTERED INVESTMENT COMPANY JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $54K | 5.2% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $54K | 5.2% | |
| JPM SMARTRRT 2060 - R6 349 REGISTERED INVESTMENT COMPANY JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $46K | 4.4% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $35K | 3.3% | |
| FIDELITY ADVISOR INTL CAP APP | Registered Investment Companies | — | — | $21K | 2.0% | |
| JPM US GOVT MONEY MARKET INST | Registered Investment Companies | — | — | $20K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $17K | 1.7% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $14K | 1.3% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $6K | 0.6% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $4K | 0.4% | |
| JPM SMARTRETIREMENT 2035 R6 169 REGISTERED INVESTMENT COMPANY ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $4K | 0.4% | |
| JPM SMARTRETIREMENT 2055 R6 243 REGISTERED INVESTMENT COMPANY JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
