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Original filing (PDF)20251008094824NAL0005651793001
NEW-INDY CONTAINERBOARD, LLC
Form 5500
FILING_RECEIVED
NEW-INDY CATAWBA, LLC PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
181
Accounts w/ balance
—
Plan assets (EOY)
$79.4M
Net assets (EOY)
$79.4M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
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
83-1904423
Address
3500 PORSCHE WAY, SUITE 150 · ONTARIO, CA · 91764
Phone
(909) 296-3400
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
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY | 33-0818667 | — | INVESTMENT ADVISOR | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | CONTRACT ADMIN | $44K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW CONSULTING GROUP | 27-1001403 | — | ACTUARY | $25K | — |
Investments
9 direct securities· $67.0M(84% of reported assets)
Uncategorized
$60.9M
8 holdings
Mutual Funds
$6.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Long Term Investment Grade Fund | — | — | $11.2M | $14.7M | 18.5% | |
| Long Term Treasury Index Fund | — | — | $7.3M | $10.0M | 12.5% | |
| PGIM Total Return Bond Fund | — | — | $7.6M | $8.8M | 11.1% | |
| Vanguard: Equity Income Fund | — | — | $7.9M | $6.6M | 8.3% | |
| International Growth Fund | — | — | $7.6M | $6.5M | 8.2% | |
| MFS: Growth Fund | Mutual Funds | — | $8.4M | $6.2M | 7.7% | |
| Institutional Index Fund | — | — | $8.4M | $5.1M | 6.5% | |
| Extended Market Index Fund | — | — | $7.4M | $5.1M | 6.4% | |
| Principal Real Estate Securities Fund | — | — | $4.9M | $4.1M | 5.2% |
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