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Original filing (PDF)20250613190049NAL0030325088001
THE BOARD OF TRUSTEES PRINTING,PACKAGING AND PRODUCTION
Form 5500
FILING_RECEIVED
PRINTING,PACKAGING AND PRODUCTION WORKERS UNION OF 527-M DEFINED CONTRIBUTION RETIREMENT PLAN
401(k) retirement plan
Signals · 3
Late filing · 6.9 mo~77 bps in Sched C feesNo recordkeeper disclosed
Active participants
263
Accounts w/ balance
471
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.3M
How this plan invests
This plan
9 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 6.9 months past the 10.5-month grace window.
- 77 bps in Schedule C fees — 165% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BOARD OF TRUSTEES PRINTING,PACKAGING AND PRODUCTION.
Plan sponsor
Name
THE BOARD OF TRUSTEES PRINTING,PACKAGING AND PRODUCTION
DBA
WORKERS UNION OF NORTH AMERICA LOCAL 527
EIN
58-0811174
Address
P.O. 641 · MABLETON, GA · 301263324
Phone
(770) 994-7348
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-06-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
STEVEN D. EISENBERG CPA, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JENKINS & ASSOCIATES, INC. | 58-1596154 | JONESBORO, GA | CONSULTANT | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINTING,PACKAGING &PRODUCTION WORK | 58-6236406 | MABLETON, GA | PLAN ADMINISTRATOR | $58K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN D. EISENBERG CPA, P.A. | 65-0140643 | BOCA RATON, FL | AUDITOR | $15K | — |
Investments
9 pooled funds· $7.2M(70% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LIFETIME CONSERVATIVE GROWTH FUND PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 169 | Pooled Separate Account | $4.7M | 45.4% |
| LARGE CAP GROWTH -JP MORGAN PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $971K | 9.4% |
| LIFETIME AGGRESSIVE FUND PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 166 | Pooled Separate Account | $412K | 4.0% |
| LARGE CAP BLEND-MFS PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 177 | Pooled Separate Account | $399K | 3.8% |
| LIFETIME GROWTH FUND PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 167 | Pooled Separate Account | $329K | 3.2% |
| SMALL CAP GROWTH - TIME SQUARE PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | $277K | 2.7% |
| LIFETIME BALANCE PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 168 | Pooled Separate Account | $92K | 0.9% |
| INTERNATIONAL BLEND - AQR PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 125 | Pooled Separate Account | $22K | 0.2% |
| LIFETIME INCOME & EQUITY PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 170 | Pooled Separate Account | $7K | <0.1% |