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Original filing (PDF)20251015190656NAL0010883410002
COMPLETE PAPER, INC. DBA BIORIGIN SPECIALTY PRODUCTS
Form 5500
FILING_RECEIVED
BIORIGIN SPECIALTY PRODUCTS UNION 401(K) PLAN
401(k) retirement plan
Active participants
244
Accounts w/ balance
223
Plan assets (EOY)
$24.5M
Net assets (EOY)
$24.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
22 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 COMPLETE PAPER, INC. DBA BIORIGIN SPECIALTY PRODUCTS.
Plan sponsor
Name
COMPLETE PAPER, INC. DBA BIORIGIN SPECIALTY PRODUCTS
EIN
92-0628354
Address
44 MILTON AVENUE, SUITE 307 · ALPHARETTA, GA · 30009
Phone
(678) 373-8513
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | 36-3983748 | CHICAGO, IL | INVESTMENT ADVISORY | $18K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS, INC. | 13-4271932 | LIBERTYVILLE, IL | CONTRACT ADMINISTRATOR | $25K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $9K | — |
Investments
22 direct securities · 13 pooled funds· $24.5M(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
$24.5M
22 holdings
Pooled Separate Account
$0
1 holding
Common Collective Trust
$0
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | — | — | — | $3.9M | 16.0% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $3.8M | 15.6% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.9M | 11.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.6M | 10.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.5M | 10.2% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.8M | 7.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.6M | 6.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.0M | 4.1% | |
| to 9.5% with maturities through 2037) | — | — | — | $983K | 4.0% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $772K | 3.2% | |
| T. Rowe Price T. Rowe Price Institutional Large Cap Gr Fd | — | — | — | $706K | 2.9% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $409K | 1.7% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $377K | 1.5% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $361K | 1.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $250K | 1.0% | |
| Dimensional Fund Advisors LP DFA US Small Cap Value I Fund | — | — | — | $240K | 1.0% | |
| Fidelity Investments Fidelity Advisor Emerging Markets Discovery Fund 756 Goldman Sachs Goldman Sachs GQG Partners Institutional Fund | — | — | — | $236K | 1.0% | |
| Vanguard Federal Money Market Investment | — | — | — | $41K | 0.2% | |
| Dimensional Fund Advisors LP DFA US Large Cap Value I Fund | — | — | — | $21K | <0.1% | |
| Janus Henderson Janus Henderson Triton Fund Class N | — | — | — | $5K | <0.1% | |
| Cohen & Steers Cohen & Steers I Realty Shares Fund | — | — | — | $4K | <0.1% | |
| Vanguard High Yield Corp Adm Fund | — | — | — | $2K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |