Michael D'ANNA signed New-INDY Containerboard LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New-INDY Containerboard LLC's EIN is 61-1685759.
Download the official 2024 Form 5500 (PDF) for New-INDY Containerboard LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New-INDY Containerboard LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $131K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | RETAINED BY PLAN SPONSOR | $60K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Target Retirement 2030 Fund | Other securities | — | — | $21.0M | 15.5% | |
| Target Retirement 2035 Fund | Other securities | — | — | $16.5M | 12.2% | |
| Vanguard: Institutional Index Fund | Common Collective Trusts | — | — | $13.8M | 10.2% | |
| Target Retirement 2025 Fund | Other securities | — | — | $10.7M | 7.9% | |
| Large Growth R6 | Other securities | — | — | $9.9M | 7.3% | |
| Target Retirement 2040 Fund | Other securities | — | — | $9.8M | 7.2% | |
| Target Retirement 2055 Fund | Other securities | — | — | $6.8M | 5.0% | |
| Target Retirement 2045 Fund | Other securities | — | — | $6.4M | 4.7% | |
| Target Retirement 2050 Fund | Other securities | — | — | $6.2M | 4.6% | |
| MetLife Stable Value Fund | Stable Value | — | — | $5.8M | 4.2% | |
| METLIFE SV SERIES 25053 CI O RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.8M | 4.2% | |
| Target Retirement 2060 Fund | Other securities | — | — | $3.6M | 2.6% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $3.2M | 2.3% | |
| through October 2039 | Other securities | — | — | $3.0M | 2.2% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $2.5M | 1.9% | |
| JP Morgan: Core Bond Fund | Other securities | — | — | $2.4M | 1.8% | |
| Target Retirement 2020 Fund | Other securities | — | — | $2.3M | 1.7% | |
| Fed Money Market | Cash / Money Market | — | — | $2.2M | 1.6% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $1.6M | 1.2% | |
| Target Retirement 2065 Fund | Other securities | — | — | $1.5M | 1.1% | |
| Principal Real Estate Securities Fund | Other securities | — | — | $904K | 0.7% | |
| Target Retirement Income Fund | Other securities | — | — | $845K | 0.6% | |
| American Funds: EuroPacific Growth Fund | Mutual Funds | — | — | $818K | 0.6% | |
| BlackRock High Yield Fund | Other securities | — | — | $799K | 0.6% | |
| PUTNAM LGE CAP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $789K | 0.6% | |
| Small Cap World Fund | Other securities | — | — | $697K | 0.5% | |
| DFA Emerging Markets Core Eq I | Mutual Funds | — | — | $274K | 0.2% | |
| Target Retirement 2070 Fund | Other securities | — | — | $171K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
