Original filing (PDF)20250616081206NAL0000400947001

EMERALD PACKAGING, INC.

Name: EMERALD PACKAGING, INC. — EMERALD PACKAGING, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: EMERALD PACKAGING, INC.

Form 5500

FILING_RECEIVED

EMERALD PACKAGING, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

240

Accounts w/ balance

304

Plan assets (EOY)

$20.9M

Net assets (EOY)

$20.9M

How this plan invests

This plan

11 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

37 bps in Schedule C fees — modestly above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERALD PACKAGING, INC..

Plan sponsor

Name

EMERALD PACKAGING, INC.

EIN

94-1557703

Address

33050 WESTERN AVENUE · UNION CITY, CA · 94587

Phone

(510) 429-5700

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-16

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

ARMANINO LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$77K	—

Investments

11 pooled funds· $6.3M(30% 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.

Investment	Type	Current value	% of plan
GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001	Common Collective Trust	$3.3M	15.9%
PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001	Common Collective Trust	$1.4M	6.5%
ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001	Common Collective Trust	$517K	2.5%
PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001	Common Collective Trust	$423K	2.0%
PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001	Common Collective Trust	$399K	1.9%
PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001	Common Collective Trust	$177K	0.8%
PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001	Common Collective Trust	$55K	0.3%
PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001	Common Collective Trust	$17K	<0.1%
PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001	Common Collective Trust	$13K	<0.1%
PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001	Common Collective Trust	$10K	<0.1%
GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001	Common Collective Trust	$0	<0.1%