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Original filing (PDF)20250922115939NAL0005202657001
EXTRUSION SOLUTIONS PARTNERS, LLC
Form 5500
FILING_RECEIVED
EXTRUSION SOLUTIONS PARTNERS, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
155
Accounts w/ balance
173
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXTRUSION SOLUTIONS PARTNERS, LLC.
Plan sponsor
Name
EXTRUSION SOLUTIONS PARTNERS, LLC
EIN
87-4029466
Address
1203 EDEN RD · YORK, PA · 17402
Phone
(717) 848-3755
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
2025-09-22
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $24K | — |
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | INVESTMENT ADVISOR | $7K | — |
Investments
31 direct securities · 1 pooled fund· $17.8M(100% 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.
Uncategorized
$17.5M
31 holdings
Common Collective Trust
$290K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID CONTRAFUND | — | 119,806.782 | $1.9M | $2.5M | 14.1% | |
| FID FREEDOM 2030 K6 | — | 131,818.337 | $2.3M | $2.3M | 12.9% | |
| FID 500 INDEX | — | 7,491.393 | $1.2M | $1.5M | 8.6% | |
| FID FREEDOM 2040 K6 | — | 114,564.44 | $1.3M | $1.3M | 7.4% | |
| FID FREEDOM 2020 K6 | — | 72,678.921 | $1.0M | $1.0M | 5.8% | |
| FID GOVT MMKT | — | 994,097.37 | $994K | $994K | 5.6% | |
| FID FREEDOM 2035 K6 | — | 51,587.942 | $774K | $804K | 4.5% | |
| FID FREEDOM 2055 K6 | — | 44,234.176 | $658K | $698K | 3.9% | |
| FID FREEDOM 2050 K6 | — | 51,100.364 | $658K | $696K | 3.9% | |
| FID FREEDOM 2060 K6 | — | 40,150.791 | $550K | $581K | 3.3% | |
| FID LOW-PRICED ST K6 | — | 37,969.457 | $594K | $555K | 3.1% | |
| FID FREEDOM 2025 K6 | — | 40,564.884 | $537K | $550K | 3.1% | |
| FID PURITAN | — | 20,644.369 | $504K | $513K | 2.9% | |
| BARON GROWTH | — | 4,305.184 | $396K | $386K | 2.2% | |
| FID FREEDOM 2045 K6 | — | 28,140.279 | $357K | $377K | 2.1% | |
| FID INTL CAP APPR K6 | — | 22,463.226 | $355K | $362K | 2.0% | |
| JPM US SMALL CO L | — | 19,723.888 | $335K | $355K | 2.0% | |
| EV INC FUND BOSTON A | — | 58,658.557 | $300K | $304K | 1.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | 290,310.44 | $290K | $290K | 1.6% | |
| AF AMER MUTUAL R6 | — | 5,126.45 | $277K | $283K | 1.6% | |
| PIM TOTAL RT INST | — | 26,931.056 | $228K | $228K | 1.3% | |
| FID FREEDOM 2065 K6 | — | 15,921.844 | $202K | $211K | 1.2% | |
| FID SMALL CAP GR K6 | — | 11,106.321 | $180K | $198K | 1.1% | |
| FID GLB EX US IDX | — | 13,484.627 | $198K | $194K | 1.1% | |
| FID EXTD MKT IDX | — | 1,992.818 | $155K | $181K | 1.0% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $139K | 0.8% | |
| FID GNMA | — | 7,055.171 | $74K | $70K | 0.4% | |
| ABF SM CAP VALUE R6 | — | 2,237.085 | $56K | $55K | 0.3% | |
| FID EMERGING MKTS | — | 1,407.85 | $52K | $54K | 0.3% | |
| FID FREEDOM INC K6 | — | 2,613.595 | $27K | $28K | 0.2% | |
| INVS EQV INTLSMCO A | — | 1,207.351 | $24K | $23K | 0.1% | |
| FID FREEDOM 2070 K6 | — | 65.475 | $693 | $670 | <0.1% |
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