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Original filing (PDF)20251010105724NAL0007555873001
UN1F1ED2 GLOBAL PACKAGING GROUP
Form 5500
FILING_RECEIVED
UN1F1ED2 GLOBAL PACKAGING GROUP 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
1,031
Accounts w/ balance
470
Plan assets (EOY)
$38.7M
Net assets (EOY)
$38.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
85
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "or Similar Party Collateral, Par, or Maturity Value Cost** Value * Voya American Funds 2035 T Date R6 Pooled Separate Account" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UN1F1ED2 GLOBAL PACKAGING GROUP.
Plan sponsor
Name
UN1F1ED2 GLOBAL PACKAGING GROUP
EIN
84-4786426
Address
223 WORCESTER PROVIDENCE TURNPIKE · SUTTON, MA · 015902905
Phone
(508) 865-1155
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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $14K | — |
| COMMONWEALTH EQUITY SERVICES | 04-2675571 | — | SERVICE PROVIDER | $0 | — |
Investments
29 direct securities · 1 pooled fund· $75.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$38.7M
29 holdings
Pooled Separate Account
$36.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $36.4M | 94.2% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value * Voya American Funds 2035 T Date R6 Pooled Separate Account | — | — | — | $11.8M | 30.4% | |
| Voya American Funds 2025 T Date R6 Pooled Separate Account | — | — | — | $4.7M | 12.2% | |
| Voya Vangrd Growth Index Fund Adm Pooled Separate Account | — | — | — | $3.3M | 8.5% | |
| Voya American Funds 2030 T Date R6 Pooled Separate Account | — | — | — | $1.9M | 4.9% | |
| Voya Vangrd Tot St Mkt Indx Fd Adm Pooled Separate Account | — | — | — | $1.7M | 4.4% | |
| Voya Inv Main Street MC Fd R6 Pooled Separate Account | — | — | — | $1.5M | 3.9% | |
| Voya BlkRck Equity Dividend Fnd K Pooled Separate Account | — | — | — | $1.5M | 3.8% | |
| American Funds 2050 T Date R6 Registered Investment Company | — | — | — | $1.4M | 3.6% | |
| Voya Fixed Account (4062) Guaranteed Investment Contract | — | — | — | $1.4M | 3.5% | |
| Voya American Funds 2045 T Date R6 Pooled Separate Account | — | — | — | $1.2M | 3.2% | |
| Voya American Funds 2040 T Date R6 Pooled Separate Account | — | — | — | $924K | 2.4% | |
| Participants Participant Loans Rates from 2.71% to 6.20% | — | — | — | $876K | 2.3% | |
| Voya Vangrd Sm-Cap Grw Index Fd Adm Pooled Separate Account | — | — | — | $807K | 2.1% | |
| Voya American Funds 2020 T Date R6 Pooled Separate Account | — | — | — | $753K | 1.9% | |
| Voya American Funds 2055 T Date R6 Pooled Separate Account | — | — | — | $716K | 1.9% | |
| Voya Fidelity Intl Index Fnd Pooled Separate Account | — | — | — | $526K | 1.4% | |
| Voya American Funds 2060 T Date R6 Pooled Separate Account | — | — | — | $504K | 1.3% | |
| Voya Vangrd Mid-Cap Index Fund Ins Pooled Separate Account | — | — | — | $504K | 1.3% | |
| Voya American Funds Cap Inc Bld R6 Pooled Separate Account | — | — | — | $494K | 1.3% | |
| Voya WstAsst Core Plus Bond Fund IS Pooled Separate Account | — | — | — | $459K | 1.2% | |
| Voya American Funds Cap Wd Bd R6 Pooled Separate Account | — | — | — | $457K | 1.2% | |
| Voya Putnam Dynmc Asst All Con F R6 Pooled Separate Account | — | — | — | $394K | 1.0% | |
| Voya DFA Intl Small Comp Port Ins Pooled Separate Account | — | — | — | $290K | 0.8% | |
| Voya Lord Abbett Shrt Dur Inc Fd R6 Pooled Separate Account | — | — | — | $225K | 0.6% | |
| Voya American Funds 2065 T Date R6 Pooled Separate Account | — | — | — | $184K | 0.5% | |
| American Funds EuroPacific R6 Registered Investment Company | — | — | — | $117K | 0.3% | |
| Voya American Funds 2010 T Date R6 Pooled Separate Account | — | — | — | $74K | 0.2% | |
| Voya American Funds 2015 T Date R6 Pooled Separate Account | — | — | — | $6K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $3K | <0.1% |
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