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Original filing (PDF)20251015190557NAL0002797059006
COMPLETE PAPER, INC. DBA BIORIGIN SPECIALTY PRODUCTS
Form 5500
FILING_RECEIVED
BIORIGIN SPECIALTY PRODUCTS 401(K) PLAN
401(k) retirement plan
Active participants
232
Accounts w/ balance
238
Plan assets (EOY)
$33.5M
Net assets (EOY)
$33.5M
How this plan invests
This plan
12 pooled trusts
Schedule D
28 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
004
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 | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | 36-3983748 | CHICAGO, IL | INVESTMENT ADVISORY | $23K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS INC. | 13-4271932 | LIBERTYVILLE, IL | CONTRACT ADMINISTRATOR | $26K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $10K | — |
Investments
28 direct securities · 12 pooled funds· $33.5M(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
$33.5M
28 holdings
Pooled Separate Account
$0
1 holding
Common Collective Trust
$0
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $7.9M | 23.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $5.2M | 15.5% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $4.8M | 14.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.7M | 7.9% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.5M | 7.6% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.5M | 7.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.7M | 5.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.3M | 3.9% | |
| Participants 4.25% to 9.50%; maturing through 2051 | — | — | — | $1.1M | 3.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $931K | 2.8% | |
| T. Rowe Price Institutional Large Cap Gr Fund | — | — | — | $919K | 2.7% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $452K | 1.3% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $339K | 1.0% | |
| Dimensional Fund Advisors LP US Large Cap Value I Fund | — | — | — | $252K | 0.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $234K | 0.7% | |
| Dimensional Fund Advisors LP US Small Cap Value I Fund | — | — | — | $126K | 0.4% | |
| Prudential Total Return Bond Z Fund | — | — | — | $118K | 0.4% | |
| Vanguard Federal Money Market Investment | — | — | — | $95K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $95K | 0.3% | |
| Goldman & Sachs Goldman & Sachs GQG Partners I Opportunity Fund | — | — | — | $73K | 0.2% | |
| Vanguard Target Retirement Income Fund | — | — | — | $66K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities I Fund | — | — | — | $44K | 0.1% | |
| Vanguard High Yield Corp Adm Fund | — | — | — | $44K | 0.1% | |
| Capital American Funds SMCAP WLD R6 FD | — | — | — | $31K | <0.1% | |
| Fidelity Investments Fidelity Emerging Markets Discovery Fund | — | — | — | $20K | <0.1% | |
| Cohen & Steers Cohen & Steers I Realty Shares Fund | — | — | — | $17K | <0.1% | |
| Janus Henderson Triton Fund Class N | — | — | — | $13K | <0.1% | |
| PIMCO International Bond Fund (USD-Hedged) | — | — | — | $3K | <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 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% |