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Original filing (PDF)20240715130222NAL0001700481001
RTS PACKAGING, LLC
Form 5500
FILING_RECEIVED
RTS PACKAGING, LLC CONSOLIDATED PENSION PLAN
Defined-benefit pension plan
Signals · 3
~78 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
259
Accounts w/ balance
—
Plan assets (EOY)
$32.1M
Net assets (EOY)
$31.4M
How this plan invests
This plan
2 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)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 78 bps in Schedule C fees — 170% 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 RTS PACKAGING, LLC.
Plan sponsor
Name
RTS PACKAGING, LLC
EIN
58-2323235
Address
ONE NORTH SECOND STREET · HARTSVILLE, SC · 29550
Phone
(843) 383-7000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2022
Plan year begin
2022-10-01
Tax period
2023-09-30
Filed
2024-07-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIFEWORKS (US) LTD. | 52-1883918 | — | CONSULTANT | $28K | — |
| GOLDMAN SACHS ASSET MANAGEMENT | 13-3944315 | — | INVESTMENT MANAGEMENT | $12K | — |
| LOOMIS SAYLES | 04-3200030 | — | INVESTMENT MANAGEMENT | $6K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $28K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | ACTUARY | $169K | — |
Investments
2 pooled funds· $31.3M(98% 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 |
|---|---|---|---|
| SONOCO PRODUCTS COMPANY MASTER TRUS SONOCO PRODUCTS COMPANY · EIN 57-0248420 / PN 010 | Master Trust | $31.3M | 97.5% |
| WESTROCK COMPANY MASTER TRUST WESTROCK COMPANY · EIN 47-3335141 / PN 499 | Master Trust | $0 | <0.1% |
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