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Original filing (PDF)20251010165404NAL0008501329001
NELIPAK CORPORATION
Form 5500
FILING_RECEIVED
NELIPAK 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
234
Accounts w/ balance
253
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FIDELITY FREEDOM 2035 K6 Registered Investment Companies" is 29% of plan.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NELIPAK CORPORATION.
Plan sponsor
Name
NELIPAK CORPORATION
EIN
46-4017321
Address
21 AMFLEX DRIVE · CRANSTON, RI · 02921
Phone
(401) 946-2699
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
BOWMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
Investments
28 direct securities· $12.0M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM 2035 K6 Registered Investment Companies | — | — | — | $3.5M | 27.8% | |
| FIDELITY FREEDOM 2030 K6 Registered Investment Companies | — | — | — | $1.5M | 12.2% | |
| FIDELITY FREEDOM 2040 K6 Registered Investment Companies | — | — | — | $1.4M | 11.2% | |
| FIDELITY FREEDOM 2025 K6 Registered Investment Companies | — | — | — | $976K | 7.9% | |
| FIDELITY FREEDOM 2015 K6 Registered Investment Companies 517 * FIDELITY FREEDOM 2020 K6 Registered Investment Companies | — | — | — | $842K | 6.8% | |
| FIDELITY 500 INDEX Registered Investment Companies | — | — | — | $663K | 5.3% | |
| FIDELITY FREEDOM 2045 K6 Registered Investment Companies | — | — | — | $662K | 5.3% | |
| FIDELITY BLUE CHIP GR K6 Registered Investment Companies | — | — | — | $420K | 3.4% | |
| AS SPL SM CAP VAL R6 Registered Investment Companies 759 * FIDELITY GOVERNMENT MONEY MARKET K6 Money Market Fund | — | — | — | $383K | 3.1% | |
| Party In Maturity Date, Rate of Interest Identity of Issue Borrower, Lessor or Similar Party Collateral, Par or Maturity Value Cost Current Value * FIDELITY FREEDOM 2055 K6 Registered Investment Companies | — | — | — | $305K | 2.5% | |
| FIDELITY FREEDOM 2050 K6 Registered Investment Companies | — | — | — | $241K | 1.9% | |
| FIDELITY FREEDOM 2010 K6 Registered Investment Companies | — | — | — | $208K | 1.7% | |
| AF AMER MUTUAL R6 Registered Investment Companies | — | — | — | $123K | 1.0% | |
| MFS MID CAP GRTH R6 Registered Investment Companies | — | — | — | $115K | 0.9% | |
| FIDELITY INTL CAP APPR K6 Registered Investment Companies | — | — | — | $114K | 0.9% | |
| FIDELITY FREEDOM 2060 K6 Registered Investment Companies | — | — | — | $86K | 0.7% | |
| JPM GOVT BOND R6 Registered Investment Companies | — | — | — | $81K | 0.7% | |
| FIDELITY SMALL CAP GR K6 Registered Investment Companies | — | — | — | $78K | 0.6% | |
| FIDELITY GLB EX US IDX Registered Investment Companies | — | — | — | $71K | 0.6% | |
| FIDELITY MID CAP IDX Registered Investment Companies | — | — | — | $63K | 0.5% | |
| FIDELITY TOTAL BOND K6 Registered Investment Companies | — | — | — | $58K | 0.5% | |
| FIDELITY FREEDOM 2065 K6 Registered Investment Companies | — | — | — | $57K | 0.5% | |
| Interest Identity of Issue Borrower, Lessor or Similar Party Collateral, Par or Maturity Value Cost Current Value RBC EMRG MKTS EQ R6 Registered Investment Companies n/a | — | — | — | $54K | 0.4% | |
| AM CENT MD CP VAL R6 Registered Investment Companies | — | — | — | $29K | 0.2% | |
| MFS MA INV TRUST R6 Registered Investment Companies | — | — | — | $14K | 0.1% | |
| FIDELITY SM CAP IDX Registered Investment Companies | — | — | — | $12K | <0.1% | |
| FIDELITY INFL PR BD IDX Registered Investment Companies | — | — | — | $6K | <0.1% | |
| FIDELITY US BOND IDX Registered Investment Companies | — | — | — | $4K | <0.1% |
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