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Original filing (PDF)20251014120837NAL0002849665001
TRI-PAC, INC.
Form 5500
FILING_RECEIVED
TRI-PAC, INC. 401(K) PLAN
401(k) retirement plan
Signals · 3
No auditor on file100% in single holding~109 bps in Sched C fees
Active participants
140
Accounts w/ balance
157
Plan assets (EOY)
$700K
Net assets (EOY)
$700K
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Top holding "[DFE: AM NATL VARIABLE ANNUITY SEP. ACCT. (no filing on disk)]" is 100% of plan.
Helping the score
- Below-peer total fees (109 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-PAC, INC..
Plan sponsor
Name
TRI-PAC, INC.
EIN
90-0443403
Address
3333 N. KENMORE STREET · SOUTH BEND, IN · 46628
Phone
(574) 855-2197
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN NATIONAL INSURANCE COMPANY | 74-0484030 | — | RECORDKEEPER | $8K | — |
Investments
1 pooled fund· $693K(99% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AM NATL VARIABLE ANNUITY SEP. ACCT. AMERICAN NATIONAL INSURANCE COMPANY · EIN 74-0484030 / PN 000 | Pooled Separate Account | — | — | $693K | 98.9% |
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