Original filing (PDF)20251010125934NAL0007748593001

AMCOR HEALTHCARE PACKAGING DE PUERTO RICO, INC.

Name: AMCOR HEALTHCARE PACKAGING DE PUERTO RICO, INC. — PUERTO RICO INVESTMENT INCENTIVE PLAN, Form 5500 (2024)
Creator: AMCOR HEALTHCARE PACKAGING DE PUERTO RICO, INC.

Form 5500

FILING_RECEIVED

PUERTO RICO INVESTMENT INCENTIVE PLAN

401(k) retirement plan

Signals · 3

Late participant contributions28% in single holdingCorrective distributions issued

Active participants

108

Accounts w/ balance

143

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMCOR HEALTHCARE PACKAGING DE PUERTO RICO, INC..

Plan sponsor

Name

AMCOR HEALTHCARE PACKAGING DE PUERTO RICO, INC.

EIN

66-0429975

Address

2200 BADGER AVE · OSHKOSH, WI · 54904

Phone

(888) 860-2879

Industry

Information / Tech / Mediasee 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

2025-10-10

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)

3H · Sponsor in controlled / affiliated group

3C · Not intended to be qualified

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	84-0467907	—	NONE	$5K	—

Investments

23 direct securities· $3.1M(100% of reported assets)

Other securities

$3.1M

22 holdings

Cash / Money Market

$4K

1 holding

					% of plan
Vanguard Target Retirement 2030 N/R	Other securities	—	—	$847K	27.4%
Vanguard Target Retirement 2035 N/R	Other securities	—	—	$506K	16.4%
Vanguard Target Retirement 2040 N/R	Other securities	—	—	$309K	10.0%
Vanguard Target Retirement 2060 N/R	Other securities	—	—	$195K	6.3%
Vanguard Target Retirement 2025 N/R	Other securities	—	—	$183K	5.9%
Vanguard Institutional Index N/R	Other securities	—	—	$154K	5.0%
Vanguard Target Retirement 2050 N/R	Other securities	—	—	$143K	4.6%
Vanguard Target Retirement 2020 N/R	Other securities	—	—	$134K	4.3%
Vanguard Target Retirement 2055 N/R	Other securities	—	—	$123K	4.0%
Vanguard Extended Market Idx Instl N/R	Other securities	—	—	$90K	2.9%
Vanguard Target Retirement 2045 N/R	Other securities	—	—	$89K	2.9%
Habor Capitalb Appreciation Retirement N/R	Other securities	—	—	$66K	2.2%
Loomis Sayles Small Cap Growth Instl N/R	Other securities	—	—	$55K	1.8%
PIMCO Income Fund A N/R	Other securities	—	—	$35K	1.1%
Registered Investment Funds b American Funds Europacific Growth Fund N/R	Other securities	—	—	$33K	1.1%
American Beacon Small Cap Value R6 N/R	Other securities	—	—	$33K	1.1%
MFS International Intrinsic Value R3 N/R	Other securities	—	—	$22K	0.7%
Vanguard Total Bond Market Index Institutional N/R	Other securities	—	—	$21K	0.7%
Vanguard Target Retirement 2065 N/R	Other securities	—	—	$18K	0.6%
Vanguard Total Intl Stock Index Instl N/R 3 b T. Rowe Priceb Instl Mid-Cap Equity GR N/R	Other securities	—	—	$8K	0.3%
Vanguard Target Retirement Income N/R	Other securities	—	—	$5K	0.2%
Vanguard Federal Money Market Inv N/R	Cash / Money Market	—	—	$4K	0.1%
BlackRock Equity Dividend Institutional N/R	Other securities	—	—	$2K	<0.1%