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Original filing (PDF)20250929121932NAL0012156800001
BHS CORRUGATED - NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
BHS CORRUGATED-NORTH AMERICA, INC. 401 (K) SAVINGS PLAN
401(k) retirement plan
Active participants
340
Accounts w/ balance
307
Plan assets (EOY)
$35.7M
Net assets (EOY)
$35.7M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BHS CORRUGATED - NORTH AMERICA, INC..
Plan sponsor
Name
BHS CORRUGATED - NORTH AMERICA, INC.
EIN
52-1796218
Address
2431 BERTELKAMP LANE · KNOXVILLE, TN · 37931
Phone
(410) 574-4050
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT | 26-0070474 | — | ADVISOR | $42K | — |
Investments
40 direct securities· $35.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $5.1M | 14.2% | |
| Fidelity Investments Fidelity Freedom Index 2035 IPR | — | — | — | $3.3M | 9.2% | |
| Fidelity Investments Fidelity Freedom Index 2030 IPR | — | — | — | $3.2M | 8.9% | |
| Vanguard Growth Index Adm | — | — | — | $2.9M | 8.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 IPR | — | — | — | $2.3M | 6.6% | |
| Fidelity Investments Fidelity Freedom Index 2045 IPR | — | — | — | $2.2M | 6.3% | |
| Fidelity Investments Fidelity Large Cap GR Indx | — | — | — | $2.2M | 6.3% | |
| Fidelity Investments Fidelity Freedom Index 2040 IPR | — | — | — | $1.5M | 4.1% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $1.2M | 3.4% | |
| Fidelity Investments Fidelity Freedom Index 2055 IPR | — | — | — | $1.2M | 3.4% | |
| Fidelity Investments Fidelity Freedom Index 2050 IPR | — | — | — | $1.2M | 3.3% | |
| Vanguard VMMR-Fed Market | — | — | — | $1.1M | 3.1% | |
| Vanguard Value Index Adm | — | — | — | $935K | 2.6% | |
| Fidelity Investments Fidelity Freedom Index 2060 IPR | — | — | — | $882K | 2.5% | |
| Notes receivable from participants Participant loans with interest rates at 4.25% - 9.50% | — | — | — | $795K | 2.2% | |
| Fidelity Investments Fidelity Freedom Index 2020 IPR | — | — | — | $778K | 2.2% | |
| Invesco Gold & Special Minerals A | — | — | — | $588K | 1.6% | |
| Fidelity Investments Fidelity Small Cap Value | — | — | — | $475K | 1.3% | |
| Registered investment companies Fidelity Management Trust Company American Century Investments American Century Emerging Markets R6 | — | — | — | $382K | 1.1% | |
| American Funds American Funds Europacific Growth R6 | — | — | — | $342K | 1.0% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $313K | 0.9% | |
| Natixis Funds Loomis Core Plus Bond Y | — | — | — | $312K | 0.9% | |
| Fidelity Investments Fidelity Freedom Index Income IPR | — | — | — | $291K | 0.8% | |
| Fidelity Investments Fidelity Strategic Income | — | — | — | $272K | 0.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $239K | 0.7% | |
| Cohen & Steers C&S Real Estate I | — | — | — | $214K | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 IPR | — | — | — | $207K | 0.6% | |
| Vanguard Intm Bd Index Adm | — | — | — | $187K | 0.5% | |
| Fidelity Investments Fidelity Intl Index | — | — | — | $169K | 0.5% | |
| PGIM Funds (Prudential) PGIM Short-Term Corporate Bond Fund Z | — | — | — | $129K | 0.4% | |
| Vanguard Short Term Bond Index | — | — | — | $122K | 0.3% | |
| Virtus Seix High Income Fund Class I | — | — | — | $118K | 0.3% | |
| Invesco International Diversified Fund I | — | — | — | $116K | 0.3% | |
| Dimensional Fund Advisors DFA Investment Grade Portfolio | — | — | — | $102K | 0.3% | |
| Fidelity Investments Fidelity Infl PR Index PR | — | — | — | $98K | 0.3% | |
| Fidelity Investments Fidelity Government Income | — | — | — | $89K | 0.2% | |
| Fidelity Investments Fidelity Large Cap Value | — | — | — | $38K | 0.1% | |
| Federated Ultrashort Bond Fund IS | — | — | — | $31K | <0.1% | |
| Fidelity Investments Fidelity Intl Small Cap Opp | — | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2070 IPR | — | — | — | $1K | <0.1% |