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Original filing (PDF)20250827124749NAL0009386049001
SONOCO PRODUCTS COMPANY
Form 5500
FILING_RECEIVED
SONOCO RETIREMENT & SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
11,080
Accounts w/ balance
15,367
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
19 pooled trusts
Schedule D
21 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
- 11 bps in Schedule C fees — 112% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SONOCO PRODUCTS COMPANY.
Plan sponsor
Name
SONOCO PRODUCTS COMPANY
EIN
57-0248420
Address
ONE NORTH SECOND STREET · HARTSVILLE, SC · 29055
Phone
(843) 383-7000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
026
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $1.1M | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $483K | — |
| CROWE LLP | — | COLUMBUS, OH | NONE | $70K | — |
| AON CONSULTING INC DBA HEWITT ASSOC | — | WINSTON SALEM, NC | NONE | $48K | — |
| BDO USA LLP | — | GRAND RAPIDS, MI | NONE | $41K | — |
Investments
16 direct securities · 19 pooled funds· $2.9B(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.
Common Collective Trust
$1.6B
19 holdings
Uncategorized
$1.3B
15 holdings
Common Stocks
$41.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $392.5M | 23.6% | |
| Collective Trusts * StateStreet Global Advisors S&P 500 Index Fund | — | — | — | $392.5M | 23.6% | |
| STATE ST TARGET RET 2030 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $131.4M | 7.9% | |
| StateStreet Global Advisors SSgA Retirement 2030 Fund | — | — | — | $131.4M | 7.9% | |
| StateStreet Global Advisors S&P Mid-Cap Fund | — | — | — | $126.2M | 7.6% | |
| STATE ST S&P MIDCAP INDX SL CL XIV STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $126.2M | 7.6% | |
| StateStreet Global Advisors Bond Market Index Fund | — | — | — | $116.0M | 7.0% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $116.0M | 7.0% | |
| STATE ST INTERNATIONAL INDEX SL CL STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 166 | Common Collective Trust | — | — | $115.9M | 7.0% | |
| STATE ST TARGET RET 2035 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $98.8M | 5.9% | |
| StateStreet Global Advisors SSgA Retirement 2035 Fund | — | — | — | $98.8M | 5.9% | |
| StateStreet Global Advisors SSgA Retirement 2040 Fund | — | — | — | $96.4M | 5.8% | |
| STATE ST TARGET RET 2040 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $96.4M | 5.8% | |
| GALLIARD INTERMEDIATE CORE FUND L SEI TRUST COMPANY · EIN 27-0665323 / PN 001 | Common Collective Trust | — | — | $77.9M | 4.7% | |
| StateStreet Global Advisors SSgA Retirement 2025 Fund | — | — | — | $77.2M | 4.6% | |
| STATE ST TARGET RET 2025 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $77.2M | 4.6% | |
| STATE STREET RUSSELL SMALL CAP INDE STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $59.3M | 3.6% | |
| STATE ST TARGET RET 2050 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $58.4M | 3.5% | |
| StateStreet Global Advisors SSgA Retirement 2050 Fund | — | — | — | $58.4M | 3.5% | |
| GALLIARD SHORT CORE FUND F SEI TRUST COMPANY · EIN 52-2252204 / PN 001 | Common Collective Trust | — | — | $53.8M | 3.2% | |
| StateStreet Global Advisors SSgA Retirement 2045 Fund | — | — | — | $47.1M | 2.8% | |
| STATE ST TARGET RET 2045 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $47.1M | 2.8% | |
| and Mutual Funds * Sonoco Products Company Sonoco Stock Fund | Common Stocks | — | — | $41.0M | 2.5% | |
| StateStreet Global Advisors SSgA Retirement 2055 Fund | — | — | — | $37.8M | 2.3% | |
| STATE ST TARGET RET 2055 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $37.8M | 2.3% | |
| StateStreet Global Advisors SSgA Retirement 2020 Fund | — | — | — | $28.3M | 1.7% | |
| STATE ST TARGET RET 2020 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $28.3M | 1.7% | |
| STATE ST TARGET RET 2060 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $23.5M | 1.4% | |
| StateStreet Global Advisors SSgA Retirement 2060 Fund | — | — | — | $23.5M | 1.4% | |
| StateStreet Global Advisors SSgA Retirement 2065 Fund | — | — | — | $13.0M | 0.8% | |
| STATE ST TARGET RET 2065 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $13.0M | 0.8% | |
| STATE ST TARGET RET INCOME SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $11.3M | 0.7% | |
| StateStreet Global Advisors SSgA Retirement Income Fund | — | — | — | $11.3M | 0.7% | |
| Empower Retirement Self-Managed Account | — | — | — | $9.4M | 0.6% | |
| SHORT TERM INVESTMENT FUND A SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $4.5M | 0.3% |