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Original filing (PDF)20251015200504NAL0002955635001
ANCHOR PACKAGING, LLC
Form 5500
FILING_RECEIVED
ANCHOR PACKAGING EMPLOYEES' 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
888
Accounts w/ balance
640
Plan assets (EOY)
$48.0M
Net assets (EOY)
$48.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANCHOR PACKAGING, LLC.
Plan sponsor
Name
ANCHOR PACKAGING, LLC
EIN
83-2948988
Address
13515 BARRETT PARKWAY · BALLWIN, MO · 63021
Phone
(314) 822-7800
Industry
Manufacturingsee all
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT/FINANCIAL ADVI | $62K | — |
Investments
9 direct securities · 13 pooled funds· $46.7M(97% of reported assets)
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.
Registered Investment Companies
$25.4M
9 holdings
Common Collective Trust
$21.2M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |