Original filing (PDF)20251008171815NAL0010234272001

PACKBACK, INC.

Name: PACKBACK, INC. — PACKBACK 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: PACKBACK, INC.

Form 5500

FILING_RECEIVED

PACKBACK 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

29% in single holding

Active participants

118

Accounts w/ balance

258

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Market R2-E Mutual Funds * American Funds American Funds 2060 Target Date N/R" is 29% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACKBACK, INC..

Plan sponsor

Name

PACKBACK, INC.

EIN

46-5189551

Address

125 S. CLARK STREET, SUITE 1150 · CHICAGO, IL · 60603

Phone

(309) 883-3021

Industry

Custom Computer Programming· Professional & Technical Servicessee 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

2025-10-08

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

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERV	—	IRVINE, CA	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD JONES	—	ST. LOUIS, MO	INVESTMENT ADVISOR	$21K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SHORE TOMPKINS ACTUARIAL RESOURCES	—	CHICAGO, IL	CONTRACT ADMIN	$2K	—

Investments

27 direct securities· $5.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Market R2-E Mutual Funds * American Funds American Funds 2060 Target Date N/R	—	—	—	$1.5M	28.7%
Retirement Fund Class R-2E * American Funds American Funds 2055 Target Date N/R	—	—	—	$854K	16.6%
Retirement Fund Class R-2E * American Funds American Funds 2045 Target Date N/R	—	—	—	$425K	8.3%
Retirement Fund Class R-2E * American Funds American Funds The Growth Fund of N/R	—	—	—	$412K	8.0%
America Class R-2E * American Funds American Funds 2065 Target Date N/R	—	—	—	$403K	7.8%
Retirement Fund Class R-2E Fidelity Investments Fidelity Advisor Growth Opportunities N/R	—	—	—	$356K	6.9%
Fund Class M * American Funds American Funds Fundamental Investors N/R	—	—	—	$305K	5.9%
Class R-2E * American Funds American Funds 2050 Target Date N/R	—	—	—	$165K	3.2%
Retirement Fund Class R-2E * American Funds American Funds New Perspective Fund N/R	—	—	—	$135K	2.6%
Class R-2E * American Funds American Funds 2040 Target Date N/R	—	—	—	$119K	2.3%
Retirement Fund Class R-2E * American Funds American Funds SMALLCAP World N/R	—	—	—	$115K	2.2%
Fund Class R-2E * American Funds American Funds The Income Fund of N/R	—	—	—	$73K	1.4%
America Class R-2E * American Funds American Funds American Mutual Fund N/R	—	—	—	$46K	0.9%
Class R-2E * American Funds American Funds New World Fund Class N/R	—	—	—	$44K	0.9%
R-2E T. Rowe Price T. Rowe Price Blue Chip Growth Fund N/R	—	—	—	$38K	0.7%
Money Market Fund * American Funds American Funds US Government Money N/R	—	—	—	$32K	0.6%
Class R MFS International Diversification Fund N/R	—	—	—	$31K	0.6%
Class R2 * American Funds American Funds EUPAC Growth Fund N/R	—	—	—	$25K	0.5%
Class R-2E T. Rowe Price T. Rowe Price U.S. Equity Research N/R	—	—	—	$13K	0.3%
PGIM Investments PGIM Total Return Bond Fund Class R N/R	—	—	—	$12K	0.2%
Fidelity Investments Fidelity Advisor Balanced Fund Class M N/R	—	—	—	$12K	0.2%
American Funds American Funds American Balanced N/R	—	—	—	$7K	0.1%
Fund Class R-2E Fidelity Investments Fidelity Advisor Stock Selector Mid Cap N/R	—	—	—	$4K	<0.1%
Fund Class M * American Funds American Funds 2025 Target Date N/R	—	—	—	$4K	<0.1%
Retirement Fund Class R-2E JPMorgan U.S. Small Company Fund N/R	—	—	—	$3K	<0.1%
Class R2 * American Funds American Funds The Bond Fund of N/R	—	—	—	$2K	<0.1%
America Class R-2E * American Funds American Funds 2035 Target Date N/R	—	—	—	$1K	<0.1%