How big is BHS Corrugated - North America, Inc.'s plan?

BHS Corrugated - North America, Inc.'s plan reported $35.7M in assets and 340 participants for 2024.

Original filing (PDF)20250929121932NAL0012156800001

BHS Corrugated - North America, Inc.

Name: BHS Corrugated - North America, Inc. — BHS Corrugate, Form 5500 (2024)
Creator: BHS Corrugated - North America, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BHS Corrugated-North America, Inc. 401 (K) Savings Plan

401(k) retirement plan · BHS Corrugated - North America, Inc.'s BHS Corrugated-North America, Inc. 401 (K) Savings Plan held $35.7M in plan assets for 340 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

340

Accounts w/ balance

307

Plan assets (EOY)

$35.7M

Net assets (EOY)

$35.7M

People on this filing

Brandy McCulley signed BHS Corrugated - North America, Inc.'s 2024 Form 5500 as plan administrator.

Brandy McCulley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BHS Corrugated - North America, Inc.'s EIN is 52-1796218.

EIN 52-1796218

Plan number 002

Plan year 2024

ACK ID 20250929121932NAL0012156800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BHS Corrugated - North America, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BHS Corrugated - North America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BHS CORRUGATED - NORTH AMERICA, INC..

Finding similar companies…

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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Plan sponsor

Name

BHS CORRUGATED - NORTH AMERICA, INC.

EIN

all filings

Address

2431 BERTELKAMP LANE · KNOXVILLE, TN · 37931

Phone

(410) 574-4050

Industry

Other Services (ex. Public Admin)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$36K	—

Advisor / Consultant

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)

Mutual Funds

$29.0M

33 holdings

Common Collective Trusts

$5.1M

1 holding

Bonds / Notes

$795K

1 holding

Other securities

$773K

4 holdings

U.S. Treasuries

$31K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$5.1M	14.2%
Fidelity Investments Fidelity Freedom Index 2035 IPR	Mutual Funds	—	—	$3.3M	9.2%
Fidelity Investments Fidelity Freedom Index 2030 IPR	Mutual Funds	—	—	$3.2M	8.9%
Vanguard Growth Index Adm	Mutual Funds	—	—	$2.9M	8.1%
Fidelity Investments Fidelity Freedom Index 2025 IPR	Mutual Funds	—	—	$2.3M	6.6%
Fidelity Investments Fidelity Freedom Index 2045 IPR	Mutual Funds	—	—	$2.2M	6.3%
Fidelity Investments Fidelity Large Cap GR Indx	Mutual Funds	—	—	$2.2M	6.3%
Fidelity Investments Fidelity Freedom Index 2040 IPR	Mutual Funds	—	—	$1.5M	4.1%
Fidelity Investments Fidelity Mid Cap Index	Mutual Funds	—	—	$1.2M	3.4%
Fidelity Investments Fidelity Freedom Index 2055 IPR	Mutual Funds	—	—	$1.2M	3.4%
Fidelity Investments Fidelity Freedom Index 2050 IPR	Mutual Funds	—	—	$1.2M	3.3%
Vanguard VMMR-Fed Market	Mutual Funds	—	—	$1.1M	3.1%
Vanguard Value Index Adm	Mutual Funds	—	—	$935K	2.6%
Fidelity Investments Fidelity Freedom Index 2060 IPR	Mutual Funds	—	—	$882K	2.5%
Notes receivable from participants Participant loans with interest rates at 4.25% - 9.50%	Bonds / Notes	—	—	$795K	2.2%
Fidelity Investments Fidelity Freedom Index 2020 IPR	Mutual Funds	—	—	$778K	2.2%
Invesco Gold & Special Minerals A	Mutual Funds	—	—	$588K	1.6%
Fidelity Investments Fidelity Small Cap Value	Mutual Funds	—	—	$475K	1.3%
Registered investment companies Fidelity Management Trust Company American Century Investments American Century Emerging Markets R6	Mutual Funds	—	—	$382K	1.1%
American Funds American Funds Europacific Growth R6	Mutual Funds	—	—	$342K	1.0%
Fidelity Investments Fidelity Small Cap Index	Mutual Funds	—	—	$313K	0.9%
Natixis Funds Loomis Core Plus Bond Y	Other securities	—	—	$312K	0.9%
Fidelity Investments Fidelity Freedom Index Income IPR	Mutual Funds	—	—	$291K	0.8%
Fidelity Investments Fidelity Strategic Income	Mutual Funds	—	—	$272K	0.8%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$239K	0.7%
Cohen & Steers C&S Real Estate I	Other securities	—	—	$214K	0.6%
Fidelity Investments Fidelity Freedom Index 2065 IPR	Mutual Funds	—	—	$207K	0.6%
Vanguard Intm Bd Index Adm	Mutual Funds	—	—	$187K	0.5%
Fidelity Investments Fidelity Intl Index	Mutual Funds	—	—	$169K	0.5%
PGIM Funds (Prudential) PGIM Short-Term Corporate Bond Fund Z	Other securities	—	—	$129K	0.4%
Vanguard Short Term Bond Index	Mutual Funds	—	—	$122K	0.3%
Virtus Seix High Income Fund Class I	Other securities	—	—	$118K	0.3%
Invesco International Diversified Fund I	Mutual Funds	—	—	$116K	0.3%
Dimensional Fund Advisors DFA Investment Grade Portfolio	Mutual Funds	—	—	$102K	0.3%
Fidelity Investments Fidelity Infl PR Index PR	Mutual Funds	—	—	$98K	0.3%
Fidelity Investments Fidelity Government Income	Mutual Funds	—	—	$89K	0.2%
Fidelity Investments Fidelity Large Cap Value	Mutual Funds	—	—	$38K	0.1%
Federated Ultrashort Bond Fund IS	U.S. Treasuries	—	—	$31K	<0.1%
Fidelity Investments Fidelity Intl Small Cap Opp	Mutual Funds	—	—	$10K	<0.1%
Fidelity Investments Fidelity Freedom Index 2070 IPR	Mutual Funds	—	—	$1K	<0.1%