Kimberly DAWN Gaddis signed Morris Packaging Minnesota, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morris Packaging Minnesota, LLC's EIN is 81-5103660.
Download the official 2024 Form 5500 (PDF) for Morris Packaging Minnesota, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morris Packaging Minnesota, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | — | ADVISORY | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $989K | 37.9% | |
| Vanguard Equity Index Group Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $218K | 8.4% | |
| Vanguard Funds Vanguard Instl Target Retirement 2040 ** 261 * Vanguard Funds Vanguard Instl Target Retirement 2045 | Mutual Funds | — | — | $157K | 6.0% | |
| Vanguard Equity Index Group Vanguard Growth Index Adm | Common Collective Trusts | — | — | $89K | 3.4% | |
| Alger Capital Appreciation Instl I | Other securities | — | — | $86K | 3.3% | |
| Participant loans Interest rates are 5.25 - 10.50% -0- | Bonds / Notes | — | — | $80K | 3.1% | |
| Vanguard Equity Index Group Vanguard Total Intl Stock Index Adm | Common Collective Trusts | — | — | $76K | 2.9% | |
| Vanguard Equity Index Group Vanguard Small-Cap Growth Index Adm | Common Collective Trusts | — | — | $74K | 2.8% | |
| Vanguard Equity Index Group Vanguard Mid-Cap Growth Index Adm | Common Collective Trusts | — | — | $69K | 2.6% | |
| Vanguard Funds Vanguard Instl Target Retirement 2035 | Mutual Funds | — | — | $63K | 2.4% | |
| Vanguard Equity Index Group Vanguard Small-Cap Value Index Adm | Common Collective Trusts | — | — | $62K | 2.4% | |
| American Funds American Funds New Economy R6 | Mutual Funds | — | — | $60K | 2.3% | |
| Vanguard Equity Index Group Vanguard Total Bond Market Index Adm | Common Collective Trusts | — | — | $56K | 2.2% | |
| Vanguard Equity Index Group Vanguard Tax-Managed Small-Cap Adm | Common Collective Trusts | — | — | $50K | 1.9% | |
| Vanguard Funds Vanguard Instl Target Retirement 2055 | Mutual Funds | — | — | $39K | 1.5% | |
| JP Morgan JPMorgan Value Advantage R6 | Other securities | — | — | $38K | 1.4% | |
| Invesco Oppy Intl Growth R6 | Mutual Funds | — | — | $34K | 1.3% | |
| Vanguard Equity Index Group Vanguard Value Index Adm | Common Collective Trusts | — | — | $33K | 1.3% | |
| Vanguard Funds Vanguard International Growth Adm | Mutual Funds | — | — | $30K | 1.2% | |
| Vanguard Funds Vanguard Instl Target Retirement 2065 | Mutual Funds | — | — | $28K | 1.1% | |
| Oakmark International Investor | Other securities | — | — | $27K | 1.0% | |
| Vanguard Funds Vanguard Instl Target Retirement 2050 | Mutual Funds | — | — | $24K | 0.9% | |
| PGIM Investments LLC PGIM Total Return Bond R6 | Other securities | — | — | $21K | 0.8% | |
| Champlain Funds Champlain Mid Cap Fund Adv | Other securities | — | — | $21K | 0.8% | |
| Vanguard Funds Vanguard Instl Target Retirement 2030 | Mutual Funds | — | — | $20K | 0.7% | |
| Vanguard Funds Vanguard Instl Target Retirement 2060 | Mutual Funds | — | — | $17K | 0.7% | |
| Vanguard Fixed Income Group Vanguard Cash Reserves Federal MM Adm | Mutual Funds | — | — | $13K | 0.5% | |
| Principal SmallCap Instl | Other securities | — | — | $2K | <0.1% | |
| PIMCO StocksPLUS Instl | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDLEAF PARTNERS | — | BOSTON, MA | TPA | $2K | — |
