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Original filing (PDF)20251014162823NAL0006798226001
NEW-INDY CONTAINERBOARD LLC
Form 5500
FILING_RECEIVED
NEW-INDY CONTAINERBOARD LLC - MILL DIVISION 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
765
Accounts w/ balance
923
Plan assets (EOY)
$135.6M
Net assets (EOY)
$135.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW-INDY CONTAINERBOARD LLC.
Plan sponsor
Name
NEW-INDY CONTAINERBOARD LLC
EIN
61-1685759
Address
3500 PORSCHE WAY, STE 150 · ONTARIO, CA · 91764
Phone
(909) 296-3400
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $131K | — |
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | RETAINED BY PLAN SPONSOR | $60K | — |
Investments
26 direct securities · 2 pooled funds· $140.1M(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.
Uncategorized
$133.6M
26 holdings
Common Collective Trust
$6.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Target Retirement 2030 Fund | — | — | — | $21.0M | 15.5% | |
| Target Retirement 2035 Fund | — | — | — | $16.5M | 12.2% | |
| Vanguard: Institutional Index Fund | — | — | — | $13.8M | 10.2% | |
| Target Retirement 2025 Fund | — | — | — | $10.7M | 7.9% | |
| Large Growth R6 | — | — | — | $9.9M | 7.3% | |
| Target Retirement 2040 Fund | — | — | — | $9.8M | 7.2% | |
| Target Retirement 2055 Fund | — | — | — | $6.8M | 5.0% | |
| Target Retirement 2045 Fund | — | — | — | $6.4M | 4.7% | |
| Target Retirement 2050 Fund | — | — | — | $6.2M | 4.6% | |
| MetLife Stable Value Fund | — | — | — | $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 | — | — | — | $3.6M | 2.6% | |
| Mid Cap Index Fund | — | — | — | $3.2M | 2.3% | |
| through October 2039 | — | — | — | $3.0M | 2.2% | |
| Small Cap Index Fund | — | — | — | $2.5M | 1.9% | |
| JP Morgan: Core Bond Fund | — | — | — | $2.4M | 1.8% | |
| Target Retirement 2020 Fund | — | — | — | $2.3M | 1.7% | |
| Fed Money Market | — | — | — | $2.2M | 1.6% | |
| John Hancock Disciplined Value Mid Cap Fund | — | — | — | $1.6M | 1.2% | |
| Target Retirement 2065 Fund | — | — | — | $1.5M | 1.1% | |
| Principal Real Estate Securities Fund | — | — | — | $904K | 0.7% | |
| Target Retirement Income Fund | — | — | — | $845K | 0.6% | |
| American Funds: EuroPacific Growth Fund | — | — | — | $818K | 0.6% | |
| BlackRock High Yield Fund | — | — | — | $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 | — | — | — | $697K | 0.5% | |
| DFA Emerging Markets Core Eq I | — | — | — | $274K | 0.2% | |
| Target Retirement 2070 Fund | — | — | — | $171K | 0.1% |
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