Steven RIEK signed Anchor Packaging, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anchor Packaging, LLC's EIN is 83-2948988.
Download the official 2024 Form 5500 (PDF) for Anchor Packaging, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anchor Packaging, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $8.5M | 17.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $8.1M | 16.9% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $7.8M | 16.2% | |
| TRP RET 2025 TRUST K T. ROWE PRICE TRUST COMPANY · EIN 36-7495447 / PN 001 | Common Collective Trust | — | — | $3.6M | 7.5% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $3.1M | 6.5% | |
| GGT EUROPACIFIC GROWTH CT WILMINGTON TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.3% | |
| PRINCIPAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $1.9M | 3.9% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $1.8M | 3.7% | |
| TRP RET 2045 TRUST K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.3% | |
| TRP RET 2035 TRUST K T. ROWE PRICE TRUST COMPANY · EIN 36-7595103 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.1% | |
| TRP RET 2055 TRUST K T. ROWE PRICE TRUST COMPANY · EIN 35-6914728 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.7% | |
| FIAM CORE PLUS COMMINGLED I FIDELITY INST ASST MGMT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.2M | 2.4% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $803K | 1.7% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $645K | 1.3% | |
| TRP RET 2030 TRUST K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $631K | 1.3% | |
| TRP RET 2050 TRUST K T. ROWE PRICE TRUST COMPANY · EIN 30-3306214 / PN 001 | Common Collective Trust | — | — | $628K | 1.3% | |
| TRP RET 2040 TRUST K T. ROWE PRICE TRUST COMPANY · EIN 35-6914729 / PN 001 | Common Collective Trust | — | — | $548K | 1.1% | |
| TRP RET 2015 TRUST K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $432K | 0.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $394K | 0.8% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $241K | 0.5% | |
| TRP RET 2020 TRUST K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $68K | 0.1% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $62K |
| — |
