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Original filing (PDF)20251010090835NAL0004089059001
PHOENIX PAPER WICKLIFFE
Form 5500
FILING_RECEIVED
PHOENIX PAPER WICKLIFFE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
317
Accounts w/ balance
272
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
27 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX PAPER WICKLIFFE.
Plan sponsor
Name
PHOENIX PAPER WICKLIFFE
EIN
83-2302628
Address
1724 FORT JEFFERSON ROAD · WICKLIFFE, KY · 42087
Phone
(270) 335-4000
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $27K | — |
Investments
27 direct securities· $11.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.7M | 15.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.3M | 11.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.1M | 9.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.0M | 9.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $730K | 6.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $709K | 6.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $584K | 5.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $550K | 4.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $532K | 4.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $470K | 4.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $394K | 3.5% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $318K | 2.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $273K | 2.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $262K | 2.3% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $210K | 1.9% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $202K | 1.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $164K | 1.5% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $148K | 1.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $92K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $88K | 0.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $82K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $68K | 0.6% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $51K | 0.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $50K | 0.4% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $38K | 0.3% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $19K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $14K | 0.1% |
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