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Original filing (PDF)20251013105224NAL0001747808001
NEWCO INDUSTRIAL PLASTICS, LLC
Form 5500
FILING_RECEIVED
NEWCO PLASTICS 401(K) PLAN
401(k) retirement plan
Signals · 3
34% in single holding~92 bps in Sched C feesNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
121
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
6 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal Life Insurance Company" is 34% of plan.
- 92 bps in Schedule C fees — 77% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWCO INDUSTRIAL PLASTICS, LLC.
Plan sponsor
Name
NEWCO INDUSTRIAL PLASTICS, LLC
EIN
88-3693780
Address
4172 DANVERS CT. SE · GRAND RAPIDS, MI · 49512
Phone
(616) 957-1081
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHN REZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $30K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | — | CONTRACT ADMINISTRATOR | $29K | — |
| ERISA SERVICES INC | 62-1200951 | — | CONTRACT ADMINISTRATOR | $3K | — |
Investments
27 direct securities · 6 pooled funds· $7.2M(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
$6.6M
27 holdings
Common Collective Trust
$537K
5 holdings
Pooled Separate Account
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | — | — | — | $2.3M | 34.1% | |
| Principal Life Insurance Company | — | — | — | $805K | 12.1% | |
| Principal Life Insurance Company | — | — | — | $681K | 10.3% | |
| Principal Life Insurance Company | — | — | — | $541K | 8.2% | |
| Principal Life Insurance Company | — | — | — | $441K | 6.7% | |
| Principal Life Insurance Company | — | — | — | $416K | 6.3% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $416K | 6.3% | |
| Principal Life Insurance Company | — | — | — | $379K | 5.7% | |
| Principal Life Insurance Company | — | — | — | $369K | 5.6% | |
| Principal Life Insurance Company | — | — | — | $173K | 2.6% | |
| Participant loans | — | — | — | $148K | 2.2% | |
| Principal Life Insurance Company | — | — | — | $106K | 1.6% | |
| FEDERATED HERM CAP PRES R6P FD FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $106K | 1.6% | |
| Principal Life Insurance Company | — | — | — | $89K | 1.3% | |
| Principal Life Insurance Company | — | — | — | $44K | 0.7% | |
| Principal Life Insurance Company | — | — | — | $43K | 0.7% | |
| Principal Life Insurance Company | — | — | — | $25K | 0.4% | |
| Principal Life Insurance Company | — | — | — | $24K | 0.4% | |
| Principal Life Insurance Company | — | — | — | $23K | 0.3% | |
| Principal Life Insurance Company | — | — | — | $11K | 0.2% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $11K | 0.2% | |
| Principal Life Insurance Company | — | — | — | $11K | 0.2% | |
| Principal Life Insurance Company | — | — | — | $10K | 0.2% | |
| Principal Life Insurance Company | — | — | — | $7K | 0.1% | |
| Principal Life Insurance Company | — | — | — | $7K | 0.1% | |
| Principal Life Insurance Company | — | — | — | $5K | <0.1% | |
| Principal Life Insurance Company | — | — | — | $4K | <0.1% | |
| Principal Life Insurance Company | — | — | — | $4K | <0.1% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $4K | <0.1% | |
| Principal Life Insurance Company | — | — | — | $2K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Principal Life Insurance Company | — | — | — | $631 | <0.1% | |
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $0 | <0.1% |