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Original filing (PDF)20251006093327NAL0005778960001
MORRIS PACKAGING MINNESOTA, LLC
Form 5500
FILING_RECEIVED
MORRIS PACKAGING MINNESOTA, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
38% in single holding~100 bps in Sched C fees
Active participants
121
Accounts w/ balance
101
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
81
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds American Funds American Balanced R6" is 38% of plan.
- 100 bps in Schedule C fees — 92% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRIS PACKAGING MINNESOTA, LLC.
Plan sponsor
Name
MORRIS PACKAGING MINNESOTA, LLC
EIN
81-5103660
Address
17100 MEDINA RD #800 · PLYMOUTH, MN · 55447
Phone
(763) 331-3600
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
2025-10-06
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
DHJJ, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | — | ADVISORY | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDLEAF PARTNERS | — | BOSTON, MA | TPA | $2K | — |
Investments
30 direct securities· $2.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds American Balanced R6 | — | — | — | $989K | 37.9% | |
| Vanguard Equity Index Group Vanguard Total Stock Market Index Adm | — | — | — | $218K | 8.4% | |
| Vanguard Funds Vanguard Instl Target Retirement 2040 ** 261 * Vanguard Funds Vanguard Instl Target Retirement 2045 | — | — | — | $157K | 6.0% | |
| Party in Identity of issue, borrower, maturity date, rate of interest, collateral, Current interest lessor, or similar party par, or maturity value Cost Value Cash * Cash Non interest bearing cash | — | — | — | $134K | 5.1% | |
| Vanguard Equity Index Group Vanguard Growth Index Adm | — | — | — | $89K | 3.4% | |
| Alger Capital Appreciation Instl I | — | — | — | $86K | 3.3% | |
| Participant loans Interest rates are 5.25 - 10.50% -0- | — | — | — | $80K | 3.1% | |
| Vanguard Equity Index Group Vanguard Total Intl Stock Index Adm | — | — | — | $76K | 2.9% | |
| Vanguard Equity Index Group Vanguard Small-Cap Growth Index Adm | — | — | — | $74K | 2.8% | |
| Vanguard Equity Index Group Vanguard Mid-Cap Growth Index Adm | — | — | — | $69K | 2.6% | |
| Vanguard Funds Vanguard Instl Target Retirement 2035 | — | — | — | $63K | 2.4% | |
| Vanguard Equity Index Group Vanguard Small-Cap Value Index Adm | — | — | — | $62K | 2.4% | |
| American Funds American Funds New Economy R6 | — | — | — | $60K | 2.3% | |
| Vanguard Equity Index Group Vanguard Total Bond Market Index Adm | — | — | — | $56K | 2.2% | |
| Vanguard Equity Index Group Vanguard Tax-Managed Small-Cap Adm | — | — | — | $50K | 1.9% | |
| Vanguard Funds Vanguard Instl Target Retirement 2055 | — | — | — | $39K | 1.5% | |
| JP Morgan JPMorgan Value Advantage R6 | — | — | — | $38K | 1.4% | |
| Invesco Oppy Intl Growth R6 | — | — | — | $34K | 1.3% | |
| Vanguard Equity Index Group Vanguard Value Index Adm | — | — | — | $33K | 1.3% | |
| Vanguard Funds Vanguard International Growth Adm | — | — | — | $30K | 1.2% | |
| Vanguard Funds Vanguard Instl Target Retirement 2065 | — | — | — | $28K | 1.1% | |
| Oakmark International Investor | — | — | — | $27K | 1.0% | |
| Vanguard Funds Vanguard Instl Target Retirement 2050 | — | — | — | $24K | 0.9% | |
| PGIM Investments LLC PGIM Total Return Bond R6 | — | — | — | $21K | 0.8% | |
| Champlain Funds Champlain Mid Cap Fund Adv | — | — | — | $21K | 0.8% | |
| Vanguard Funds Vanguard Instl Target Retirement 2030 | — | — | — | $20K | 0.7% | |
| Vanguard Funds Vanguard Instl Target Retirement 2060 | — | — | — | $17K | 0.7% | |
| Vanguard Fixed Income Group Vanguard Cash Reserves Federal MM Adm | — | — | — | $13K | 0.5% | |
| Principal SmallCap Instl | — | — | — | $2K | <0.1% | |
| PIMCO StocksPLUS Instl | — | — | — | $1K | <0.1% |
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