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Original filing (PDF)20250616050605NAL0000656449001
ABX INNOVATIVE PACKAGING
Form 5500
FILING_RECEIVED
ABX 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
685
Accounts w/ balance
814
Plan assets (EOY)
$43.1M
Net assets (EOY)
$43.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABX INNOVATIVE PACKAGING.
Plan sponsor
Name
ABX INNOVATIVE PACKAGING
EIN
85-3261538
Address
2127 AYRSLEY TOWN BLVD. · SUITE 302 · CHARLOTTE, NC · 28273
Phone
(980) 443-1158
Industry
Manufacturingsee 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
2025-06-16
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, PA
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 | $41K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, INC. | 04-2746212 | — | INVESTMENT/FINANCIAL ADVI | $37K | — |
Investments
27 direct securities · 2 pooled funds· $42.0M(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
$41.5M
27 holdings
Common Collective Trust
$489K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIM REALPATH BLEND 2030 INST | Registered Investment Companies | — | — | $7.3M | 17.0% | |
| PIM REALPATH BLEND 2035 INST | Registered Investment Companies | — | — | $7.3M | 16.9% | |
| PIM REALPATH BLEND 2025 INST | Registered Investment Companies | — | — | $5.9M | 13.7% | |
| PIM REALPATH BLEND 2040 INST | Registered Investment Companies | — | — | $3.2M | 7.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.9M | 6.8% | |
| PIM REALPATH BLEND 2050 INST | Registered Investment Companies | — | — | $2.7M | 6.3% | |
| PIMCO REALPATH BLEND INC INST | Registered Investment Companies | — | — | $1.8M | 4.2% | |
| PIM REALPATH BLEND 2045 INST | Registered Investment Companies | — | — | $1.7M | 4.0% | |
| PIM REALPATH BLEND 2055 INST | Registered Investment Companies | — | — | $1.6M | 3.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $1.1M | 2.6% | |
| PIM REALPATH BLEND 2060 INST | Registered Investment Companies | — | — | $692K | 1.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $616K | 1.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $548K | 1.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $538K | 1.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $435K | 1.0% | |
| STABLE VALUE FUND - R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $431K | 1.0% | |
| TCW METWEST TOTAL RET BOND I | Registered Investment Companies | — | — | $329K | 0.8% | |
| PIM REALPATH BLEND 2065 INST | Registered Investment Companies | — | — | $284K | 0.7% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $274K | 0.6% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $244K | 0.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $216K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $172K | 0.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $142K | 0.3% | |
| FIDELITY EMERGING MARKETS K | Registered Investment Companies | — | — | $136K | 0.3% | |
| JAN HEND GLOBAL EQUITY INC N | Registered Investment Companies | — | — | $81K | 0.2% | |
| MID CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $57K | 0.1% | |
| INV SM CAP VAL R6 | Registered Investment Companies | — | — | $16K | <0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $8K | <0.1% |
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