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Original filing (PDF)20251015133526NAL0004690385001
MM PACKAGING US INC.
Form 5500
FILING_RECEIVED
PACKAGING US 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
760
Accounts w/ balance
892
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 105% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MM PACKAGING US INC..
Plan sponsor
Name
MM PACKAGING US INC.
EIN
51-0299429
Address
10500 INDUSTRIAL DR · PINEVILLE, NC · 28134
Phone
(336) 870-7604
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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PW PARTNERS,LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $102K | — |
| MORGAN STANLEY GLOBAL | — | BALTIMORE, MD | NONE | $18K | — |
Investments
26 direct securities · 1 pooled fund· $20.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$20.0M
26 holdings
Common Collective Trust
$140K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $4.5M | 22.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.3M | 16.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $2.1M | 10.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.8M | 9.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.4M | 7.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.3M | 6.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $754K | 3.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $746K | 3.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $657K | 3.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $576K | 2.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $429K | 2.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $391K | 1.9% | |
| PGIM Jennison Growth R4 PGIM 0 | — | — | — | $307K | 1.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $258K | 1.3% | |
| Vanguard Dividend Growth Inv Vanguard 0 | — | — | — | $240K | 1.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $200K | 1.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $188K | 0.9% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $157K | 0.8% | |
| NY LIFE ANCHOR ACCT SERIES I - 0 NEW YORK LIFE (RELIANCE TRUST) · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $140K | 0.7% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $106K | 0.5% | |
| Vanguard Health Care Adm Vanguard 0 | — | — | — | $105K | 0.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $96K | 0.5% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $87K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $84K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $72K | 0.4% | |
| Vanguard Wellington Admiral Vanguard 0 | — | — | — | $49K | 0.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $24K | 0.1% |
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