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Original filing (PDF)20250930092657NAL0028985314001
E-S PLASTIC PRODUCTS, LLC
Form 5500
FILING_RECEIVED
E-S PLASTIC PRODUCTS PROFIT SHARING & 401(K) PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
101
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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 (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E-S PLASTIC PRODUCTS, LLC.
Plan sponsor
Name
E-S PLASTIC PRODUCTS, LLC
EIN
90-0773292
Address
809 MOHR AVENUE · WATERFORD, WI · 53185
Phone
(262) 534-5555
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
2025-09-30
Pension benefit codes
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $11K | — |
Investments
20 direct securities · 1 pooled fund· $5.4M(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
$4.8M
19 holdings
Common Collective Trust
$551K
1 holding
Mutual Funds
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| J. P. Morgan Large Cap Growth R6 N/R | — | — | — | $1.2M | 22.5% | |
| J. P. Morgan Equity Index R6 N/R | — | — | — | $940K | 17.6% | |
| J. P. Morgan SmartRetirement 2030 R6 N/R | — | — | — | $660K | 12.3% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $551K | 10.3% | |
| J. P. Morgan SmartRetirement 2035 R6 N/R | — | — | — | $529K | 9.9% | |
| Hartford Dividend and Growth R6 N/R | — | — | — | $244K | 4.5% | |
| J. P. Morgan SmartRetirement 2040 R6 N/R | — | — | — | $222K | 4.1% | |
| J. P. Morgan SmartRetirement Income R6 N/R | — | — | — | $213K | 4.0% | |
| Vanguard Explorer Admiral N/R | — | — | — | $129K | 2.4% | |
| DFA U.S. Targeted Value N/R | — | — | — | $121K | 2.3% | |
| J. P. Morgan Mid Cap Growth R6 N/R | — | — | — | $119K | 2.2% | |
| J. P. Morgan SmartRetirement 2025 R6 N/R | — | — | — | $111K | 2.1% | |
| J. P. Morgan SmartRetirement 2050 R6 N/R | — | — | — | $102K | 1.9% | |
| PGIM Total Return Bond R6 N/R 801 Vanguard Developed Markets Index Admiral N/R | — | — | — | $88K | 1.7% | |
| J. P. Morgan SmartRetirement 2045 R6 N/R | — | — | — | $60K | 1.1% | |
| American Funds American Funds New World R6 N/R | — | — | — | $32K | 0.6% | |
| American Funds Europacific Growth R6 N/R | — | — | — | $8K | 0.2% | |
| J. P. Morgan SmartRetirement 2055 R6 N/R | — | — | — | $7K | 0.1% | |
| J. P. Morgan SmartRetirement 2060 R6 N/R | — | — | — | $5K | <0.1% | |
| American Funds Bond Fund of America R6 N/R | Mutual Funds | — | — | $5K | <0.1% | |
| J. P. Morgan SmartRetirement 2065 R6 N/R 425 Participant Loans * Participant Loans Interest rates: 3.25% to 8.50% $0 | — | — | — | $2K | <0.1% |
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