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Original filing (PDF)20251014162709NAL0003282833001
NEW-INDY CONTAINERBOARD, LLC
Form 5500
FILING_RECEIVED
NEW INDY CONTAINER BOARD PACKAGING 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,024
Accounts w/ balance
1,182
Plan assets (EOY)
$56.2M
Net assets (EOY)
$56.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 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
- 36 bps in Schedule C fees — 126% above peer band of 16 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 PORSHE WAY, STE 150 · ONTARIO, CA · 91764
Phone
(909) 296-3400
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 RETIREMENT PLAN SRVS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $158K | — |
| SAGEVIEW ADVISORS | — | CHICAGO, IL | RETAINED BY PLAN SPONSOR | $45K | — |
Investments
25 direct securities · 2 pooled funds· $64.2M(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
$55.4M
25 holdings
Common Collective Trust
$8.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MetLife Stable Value Fund | — | — | — | $8.1M | 14.4% | |
| METLIFE SV SERIES 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $8.1M | 14.4% | |
| JP Morgan: US Government Money Market Fund 459 Large Cap Growth R6 | — | — | — | $6.2M | 11.0% | |
| Vanguard: Institutional Index Fund | — | — | — | $5.4M | 9.6% | |
| Target Retirement 2035 Fund | — | — | — | $5.3M | 9.4% | |
| Target Retirement 2030 Fund | — | — | — | $3.9M | 7.0% | |
| Target Retirement 2025 Fund | — | — | — | $3.6M | 6.3% | |
| Target Retirement 2040 Fund | — | — | — | $3.2M | 5.7% | |
| Target Retirement 2045 Fund | — | — | — | $2.3M | 4.2% | |
| Mid Cap Index Fund | — | — | — | $2.3M | 4.0% | |
| Small Cap Index Fund | — | — | — | $2.2M | 3.9% | |
| Core Bond Fund | — | — | — | $2.1M | 3.7% | |
| Target Retirement 2050 Fund | — | — | — | $2.0M | 3.5% | |
| through July 2039 | — | — | — | $1.6M | 2.9% | |
| American Funds: EuroPacific Growth Fund | — | — | — | $1.2M | 2.2% | |
| Target Retirement 2055 Fund | — | — | — | $1.2M | 2.0% | |
| Target Retirement 2060 Fund | — | — | — | $1.1M | 2.0% | |
| Target Retirement 2020 Fund | — | — | — | $851K | 1.5% | |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $729K | 1.3% | |
| Target Retirement 2065 Fund | — | — | — | $626K | 1.1% | |
| DFA Emerging Markets Core Equity I | — | — | — | $626K | 1.1% | |
| BlackRock High Yield Fund - Class K | — | — | — | $472K | 0.8% | |
| Target Retirement Income Fund | — | — | — | $373K | 0.7% | |
| Principal Real Estate Securities Fund | — | — | — | $291K | 0.5% | |
| John Hancock * Disciplined Value Mid Cap Fund | — | — | — | $237K | 0.4% | |
| Small Cap World Fund | — | — | — | $118K | 0.2% | |
| Target Retirement 2070 Fund | — | — | — | $112K | 0.2% |
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