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Original filing (PDF)20250825105309NAL0013612160001
APTARA INC.
Form 5500
FILING_RECEIVED
APTARA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
151
Accounts w/ balance
151
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APTARA INC..
Plan sponsor
Name
APTARA INC.
EIN
54-1596745
Address
4501 DALY DRIVE · SUITE 312 · CHANTILLY, VA · 20151
Phone
(703) 352-0001
Industry
Information / Tech / Mediasee 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
2025-08-25
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
REGAN, SCHICKNER, & HARPER LLC
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 | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP INV ADVISORY | 46-4255096 | — | ADVISOR | $35K | — |
Investments
30 direct securities· $13.2M(100% of reported assets)
Uncategorized
$12.7M
29 holdings
Mutual Funds
$498K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Target Date Retirement 2030 Fund - | — | — | — | $2.6M | 19.6% | |
| American Funds American Funds Target Date Retirement 2035 Fund - | — | — | — | $1.6M | 12.4% | |
| American Funds American Funds Target Date Retirement 2045 Fund - | — | — | — | $1.2M | 9.0% | |
| American Funds American Funds Target Date Retirement 2025 Fund - | — | — | — | $1.1M | 8.4% | |
| Fidelity 500 Index Fund - | — | — | — | $983K | 7.5% | |
| American Funds American Funds Target Date Retirement 2040 Fund - | — | — | — | $952K | 7.2% | |
| American Funds American Funds Target Date Retirement 2010 Fund - | — | — | — | $829K | 6.3% | |
| Interest-bearing cash * Fidelity Government Money Market Fund - | — | — | — | $675K | 5.1% | |
| Fuller & Thaler Fuller & Thaler Behavioral Small Cap Equity Fund - | — | — | — | $501K | 3.8% | |
| Alliance Bernstein AB Large Cap Growth Fund - | Mutual Funds | — | — | $498K | 3.8% | |
| American Funds American Funds Target Date Retirement 2020 Fund - | — | — | — | $376K | 2.9% | |
| Fidelity Total Market Index Fund - | — | — | — | $306K | 2.3% | |
| Fidelity U.S. Bond Index Fund - | — | — | — | $301K | 2.3% | |
| JPMorgan Equity Income Fund - | — | — | — | $235K | 1.8% | |
| Thrivent Mid Cap Stock Fund - | — | — | — | $203K | 1.5% | |
| Fidelity Emerging Markets - | — | — | — | $134K | 1.0% | |
| American Funds American Funds Target Date Retirement 2060 Fund - | — | — | — | $133K | 1.0% | |
| Participant loans bearing interest at a rate of 4.25% - 9.50%, - | — | — | — | $114K | 0.9% | |
| PIMCO International Bond Fund - | — | — | — | $83K | 0.6% | |
| similar party collateral, par, or maturity value (d) Cost** Value PIMCO PGIM High Yield Fund - | — | — | — | $81K | 0.6% | |
| American Funds American Funds Target Date Retirement 2015 Fund - | — | — | — | $54K | 0.4% | |
| American Funds American Funds Target Date Retirement 2055 Fund - | — | — | — | $48K | 0.4% | |
| PIMCO RAE US Small Instl Fund - | — | — | — | $39K | 0.3% | |
| Columbia Small Cap Growth Fund - | — | — | — | $32K | 0.2% | |
| Fidelity International Index Fund - | — | — | — | $25K | 0.2% | |
| Macquarie Mid Cap Growth - | — | — | — | $23K | 0.2% | |
| BlackRock Mid-Cap Value - | — | — | — | $9K | <0.1% | |
| American Funds American Funds Target Date Retirement 2050 Fund - | — | — | — | $9K | <0.1% | |
| American Funds American Funds Target Date Retirement 2065 Fund - | — | — | — | $5K | <0.1% | |
| Principal Real Estate Securities Fund - | — | — | — | $2K | <0.1% |
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