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Original filing (PDF)20251015153725NAL0005011185004
MILL ROCK PACKAGING, INC.
Form 5500
FILING_RECEIVED
MILL ROCK PACKAGING, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
620
Accounts w/ balance
672
Plan assets (EOY)
$60.8M
Net assets (EOY)
$60.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILL ROCK PACKAGING, INC..
Plan sponsor
Name
MILL ROCK PACKAGING, INC.
EIN
91-1641589
Address
800 SW 27TH STREET · RENTON, WA · 98057
Phone
(425) 873-2200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP INC | 23-1945930 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | 36-3983748 | — | ADVISOR | $75K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS, INC. | 13-4271932 | — | TPA | $7K | — |
Investments
28 direct securities· $55.9M(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund N/A | — | — | — | $10.3M | 17.0% | |
| Vanguard Target Retirement 2025 Fund N/A | — | — | — | $8.4M | 13.8% | |
| Vanguard Target Retirement 2030 Fund N/A | — | — | — | $7.4M | 12.2% | |
| Vanguard Target Retirement 2040 Fund N/A | — | — | — | $4.9M | 8.0% | |
| Vanguard Target Retirement 2020 Fund N/A | — | — | — | $4.4M | 7.2% | |
| Fidelity 500 Index Fund N/A | — | — | — | $3.0M | 4.9% | |
| Vanguard Target Retirement 2060 Fund N/A | — | — | — | $2.7M | 4.4% | |
| Vanguard Target Retirement Income Fund N/A | — | — | — | $1.8M | 3.0% | |
| AllianceBernstein AB Large Cap Growth Z N/A | — | — | — | $1.8M | 3.0% | |
| Vanguard Target Retirement 2050 Fund N/A | — | — | — | $1.7M | 2.8% | |
| Vanguard Cash reserves federal money market fund N/A | — | — | — | $1.3M | 2.1% | |
| Vanguard Target Retirement 2055 Fund N/A | — | — | — | $1.3M | 2.1% | |
| Vanguard Balanced Index Adm N/A | — | — | — | $1.1M | 1.8% | |
| Putnam Large Cap Value R6 N/A | — | — | — | $1.1M | 1.8% | |
| JPMorgan Core Plus Bond R6 N/A | — | — | — | $715K | 1.2% | |
| vested balance | — | — | — | $671K | 1.1% | |
| DFA U.S. Small Cap Portfolio I N/A | — | — | — | $664K | 1.1% | |
| Vanguard Mid-Cap Index Adm N/A | — | — | — | $617K | 1.0% | |
| Goldman Sachs GQG Prtnrs Intl Opport R6 N/A | — | — | — | $530K | 0.9% | |
| Brandywine Global BrandywineGLOBAL Corporate Credit IS N/A | — | — | — | $266K | 0.4% | |
| Vanguard S-T Infl-Prot Sec Idx Adm N/A | — | — | — | $266K | 0.4% | |
| Janus Henderson Janus Henderson Triton N N/A | — | — | — | $195K | 0.3% | |
| Vanguard Target Retirement 2065 Fund N/A | — | — | — | $191K | 0.3% | |
| PIMCO Intl Bond (USDHedged) I N/A | — | — | — | $175K | 0.3% | |
| DFA Emerging Mkts Small Cap Port I N/A | — | — | — | $171K | 0.3% | |
| American Funds American Funds SMALLCAP World R6 N/A | — | — | — | $125K | 0.2% | |
| Cohen & Steers Instl Realty Shares Instl N/A | — | — | — | $86K | 0.1% | |
| Vanguard Target Retirement 2070 Fund N/A | — | — | — | $43K | <0.1% |