Original filing (PDF)20251008095415NAL0003174899001

CAROLINA CONTAINER, LLC

Name: CAROLINA CONTAINER, LLC — CAROLINA CONTAINER COMPANY HOURLY EMPLOYEES PENSION PLAN, Form 5500 (2024)
Creator: CAROLINA CONTAINER, LLC

Form 5500

FILING_RECEIVED

CAROLINA CONTAINER COMPANY HOURLY EMPLOYEES PENSION PLAN

Defined-benefit pension plan

Signals · 2

~223 bps in Sched C feesNo recordkeeper disclosed

Active participants

153

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

How this plan invests

This plan

9 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

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAROLINA CONTAINER, LLC.

Plan sponsor

Name

CAROLINA CONTAINER, LLC

EIN

56-0163750

Address

P.O. DRAWER 2166 · 909 PROSPECT STREET · HIGH POINT, NC · 272612166

Phone

(336) 883-7146

Industry

Manufacturingsee 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

2025-10-08

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

MILLER KAPLAN ARASE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIREMENT SERVICES	01-0233346	—	CONTRACT ADMIN	$61K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW CONSULTING GROUP	27-1001403	—	ACTUARY	$30K	—

Investments

9 direct securities· $3.6M(89% of reported assets)

Uncategorized

$3.3M

8 holdings

Mutual Funds

$378K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Long Term Investment Grade Fund	—	—	$591K	$769K	18.8%
Long Term Treasury Index Fund	—	—	$382K	$536K	13.1%
Vanguard: Equity Income Fund	—	—	$441K

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