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Original filing (PDF)20231010090746NAL0018566915001
B2B INDUSTRIAL PACKAGING
Form 5500
FILING_RECEIVED
B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
345
Accounts w/ balance
160
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B2B INDUSTRIAL PACKAGING.
Plan sponsor
Name
B2B INDUSTRIAL PACKAGING
EIN
85-2983883
Address
313 SOUTH ROHLWING ROAD · ADDISON, IL · 60101
Phone
(630) 396-6234
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORD KEEPER | $677 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | ADVISOR | $30K | — |
| CARPENTER, CLAYDON ADVISORS | 80-0024967 | — | ADVISOR | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORSE BUMGARDNER, LLC | 81-4636200 | — | TPA | $7K | — |
Investments
1 pooled fund· $10.5M(94% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $10.5M | 93.6% |
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