How big is Spiral Binding LLC's plan?

Spiral Binding LLC's plan reported $11.2M in assets and 223 participants for 2024.

Original filing (PDF)20251014075724NAL0002363889001

Spiral Binding LLC

Name: Spiral Binding LLC — Spiral Binding, LLC 401(k), Form 5500 (2024)
Creator: Spiral Binding LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Spiral Binding, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Spiral Binding LLC's Spiral Binding, LLC 401(k) Profit Sharing Plan held $11.2M in plan assets for 223 participants in 2024, with Voya as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

223

Accounts w/ balance

157

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan identifiers

Spiral Binding LLC's EIN is 82-1444334.

EIN 82-1444334

Plan number 002

Plan year 2024

ACK ID 20251014075724NAL0002363889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spiral Binding LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spiral Binding LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

34 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) — 241K (41% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

SPIRAL BINDING LLC

EIN

all filings

Address

1 MALTESE DR. · TOTOWA, NJ · 07512

Phone

(973) 256-0666

Industry

Wholesale Trade

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INS & ANN CO	71-0294708	—	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT ADVISORS LLC	02-0488491	—	INVESTMENT ADVISOR	$5K	—

Investments

34 direct securities · 1 pooled fund· $20.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$9.6M

1 holding

Pooled Separate Accounts

$9.6M

29 holdings

Stable Value

$1.5M

1 holding

Other securities

$83K

2 holdings

Bonds / Notes

$61K

1 holding

Mutual Funds

$34K

1 holding

					% of plan
MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$9.6M	85.3%
Vanguard 500 Index Pooled Separate Account	Pooled Separate Accounts	—	—	$1.8M	15.8%
Voya Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$1.5M	13.1%
JPMorgan Large Cap Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	12.6%
American Funds Am Balanced Pooled Separate Account	Pooled Separate Accounts	—	—	$905K	8.1%
Voya Intermediate Bond Pooled Separate Account	Pooled Separate Accounts	—	—	$742K	6.6%
Columbia Contrarian Core Pooled Separate Account	Pooled Separate Accounts	—	—	$734K	6.6%
American Funds EuroPacific Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$578K	5.2%
Voya Target Solution 2040 Pooled Separate Account	Pooled Separate Accounts	—	—	$456K	4.1%
American Funds Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$388K	3.5%
JPMorgan Equity Income Pooled Separate Account	Pooled Separate Accounts	—	—	$305K	2.7%
Invesco Global Pooled Separate Account	Pooled Separate Accounts	—	—	$299K	2.7%
Vanguard Small-Cap Index Pooled Separate Account	Pooled Separate Accounts	—	—	$278K	2.5%
Vanguard Mid-Cap Index Pooled Separate Account	Pooled Separate Accounts	—	—	$260K	2.3%
Voya Target Solution 2035 Pooled Separate Account	Pooled Separate Accounts	—	—	$234K	2.1%
Neuberger Berman Mid Cap Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$181K	1.6%
Invesco Diversified Dividend Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$180K	1.6%
American Century Mid Cap Value Pooled Separate Account	Pooled Separate Accounts	—	—	$130K	1.2%
Voya Target Solution Pooled Separate Account ** 87 * Voya Target Solution 2025 Pooled Separate Account	Pooled Separate Accounts	—	—	$110K	1.0%
DFA U.S. Targeted Value Port Pooled Separate Account	Pooled Separate Accounts	—	—	$99K	0.9%
Voya Target Solution 2050 Pooled Separate Account	Pooled Separate Accounts	—	—	$94K	0.8%
Columbia High Yield Bond Pooled Separate Account	Pooled Separate Accounts	—	—	$90K	0.8%
T. Rowe Price Health Sciences Mutual Fund	Other securities	—	—	$74K	0.7%
Voya Target Solution 2045 Pooled Separate Account	Pooled Separate Accounts	—	—	$70K	0.6%
Voya Target Solution 2030 Pooled Separate Account	Pooled Separate Accounts	—	—	$67K	0.6%
Notes receivable from participants Bearing interest at 4.25%-9.50%	Bonds / Notes	—	—	$61K	0.5%
Voya Target Solution 2055 Pooled Separate Account	Pooled Separate Accounts	—	—	$56K	0.5%
Voya Target Solution 2060 Pooled Separate Account	Pooled Separate Accounts	—	—	$41K	0.4%
Vanguard Utilities Index Pooled Separate Account	Pooled Separate Accounts	—	—	$38K	0.3%
Franklin Gold & Precious Metals Mutual Fund	Mutual Funds	—	—	$34K	0.3%
Voya Government Money Market Pooled Separate Account	Pooled Separate Accounts	—	—	$22K	0.2%
Carillon Eagle Small Cap Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$18K	0.2%
T. Rowe Price Financial Services Mutual Fund	Other securities	—	—	$9K	<0.1%
Vanguard Energy Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Voya Target Solution 2065 Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%