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Original filing (PDF)20251007161118NAL0008509088001
US PACK SERVICES, LLC
Form 5500
FILING_RECEIVED
US PACK SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
314
Accounts w/ balance
420
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 108% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US PACK SERVICES, LLC.
Plan sponsor
Name
US PACK SERVICES, LLC
EIN
83-2725625
Address
4563 JUDGE ROAD STE 100 · ORLANDO, FL · 32812
Phone
(407) 843-6505
Industry
Transportation & Warehousingsee 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
2025-10-07
Pension benefit codes
2S · Automatic enrollment
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)
Audit & trust (Schedule H)
Auditor
CBIZ CPA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $41K | — |
| VALLEY FORGE INVESTMENT CONSULTANTS | 23-2748550 | — | NONE | $28K | — |
Investments
33 direct securities· $11.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.2M | 10.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.2M | 10.7% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.1M | 9.9% | |
| Vanguard Growth Index Admiral | — | — | — | $913K | 7.9% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $858K | 7.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $842K | 7.3% | |
| Vanguard 500 Index Admiral | — | — | — | $798K | 6.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $638K | 5.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $551K | 4.8% | |
| Vanguard Federal Money Market Fund | — | — | — | $468K | 4.0% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $364K | 3.1% | |
| Vanguard Total Stock Market Index Admiral | — | — | — | $331K | 2.9% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $303K | 2.6% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $274K | 2.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $226K | 2.0% | |
| Vanguard Small-Cap Growth Index Admiral | — | — | — | $212K | 1.8% | |
| Vanguard Value Index Admiral | — | — | — | $206K | 1.8% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $161K | 1.4% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $123K | 1.1% | |
| Vanguard Balanced Index Admiral | — | — | — | $110K | 1.0% | |
| Vanguard Small-Cap Value Index Admiral | — | — | — | $94K | 0.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $75K | 0.6% | |
| Vanguard Real Estate Index Admiral | — | — | — | $70K | 0.6% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $68K | 0.6% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $65K | 0.6% | |
| Vanguard Small-Cap Index Admiral | — | — | — | $63K | 0.5% | |
| Vanguard Total Stock Mkt Index Admiral | — | — | — | $54K | 0.5% | |
| Vanguard Short-Term Bond Index Admiral | — | — | — | $32K | 0.3% | |
| Vanguard Total Intl Bond Index Admiral | — | — | — | $17K | 0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $16K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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