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Original filing (PDF)20250729130926NAL0001631219001
TAP PLASTICS, INC.
Form 5500
FILING_RECEIVED
TAP PLASTICS PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
134
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAP PLASTICS, INC..
Plan sponsor
Name
TAP PLASTICS, INC.
EIN
94-1558896
Address
3011 ALVARADO STREET SUITE A · SAN LEANDRO, CA · 94577
Phone
(510) 895-8249
Industry
Retail Tradesee 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
2025-07-29
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | BROKER/ADVISER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO LLP | — | ATLANTA, GA | AUDITOR | $15K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
36 direct securities · 1 pooled fund· $16.2M(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
$16.2M
36 holdings
Pooled Separate Account
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Jpmorgan Growth Advantage A Mutual Fund | — | — | — | $2.5M | 15.4% | |
| American Funds 2025 Trgt Date Retire R4 Mutual Fund | — | — | — | $1.7M | 10.3% | |
| American Funds 2030 Trgt Date Retire R4 Mutual Fund | — | — | — | $1.5M | 9.3% | |
| Jpmorgan Equity Income A Mutual Fund | — | — | — | $1.1M | 7.1% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $1.1M | 6.9% | |
| Empower Annuity Insurance Company of America * Guaranteed Interest Fund Guaranteed Contract | — | — | — | $1.1M | 6.7% | |
| American Funds 2040 Trgt Date Retire R4 Mutual Fund | — | — | — | $790K | 4.9% | |
| American Funds 2020 Trgt Date Retire R4 Mutual Fund | — | — | — | $688K | 4.3% | |
| Hartford Midcap R4 Mutual Fund | — | — | — | $608K | 3.8% | |
| Massmutual High Yield R4 Mutual Fund | — | — | — | $603K | 3.7% | |
| Jpmorgan Government Bond A Mutual Fund | — | — | — | $569K | 3.5% | |
| American Funds American Balanced R4 Mutual Fund | — | — | — | $501K | 3.1% | |
| American Funds 2035 Trgt Date Retire R4 Mutual Fund | — | — | — | $430K | 2.7% | |
| American Funds 2055 Trgt Date Retire R4 Mutual Fund | — | — | — | $413K | 2.6% | |
| Columbia Large Cap Enhanced Core A Mutual Fund | — | — | — | $353K | 2.2% | |
| American Funds 2050 Trgt Date Retire R4 Mutual Fund | — | — | — | $335K | 2.1% | |
| American Funds Europacific Gr R4 Mutual Fund | — | — | — | $332K | 2.1% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $322K | 2.0% | |
| American Funds 2060 Trgt Date Retire R4 Mutual Fund | — | — | — | $227K | 1.4% | |
| American Funds 2045 Trgt Date Retire R4 Mutual Fund | — | — | — | $200K | 1.2% | |
| Federated Hermes Total Return Bond Ss Mutual Fund | — | — | — | $177K | 1.1% | |
| Invesco Developing Markets A Mutual Fund | — | — | — | $115K | 0.7% | |
| American Funds 2015 Trgt Date Retire R4 Mutual Fund | — | — | — | $111K | 0.7% | |
| Janus Henderson Triton A Mutual Fund | — | — | — | $77K | 0.5% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | — | — | — | $54K | 0.3% | |
| Participant Loans 9.50% - | — | — | — | $52K | 0.3% | |
| Empower International Value Inv Mutual Fund | — | — | — | $39K | 0.2% | |
| Cohen & Steers Real Estate Securities A Mutual Fund | — | — | — | $37K | 0.2% | |
| Jpmorgan Value Advantage A Mutual Fund | — | — | — | $27K | 0.2% | |
| Ab Global Bond A Mutual Fund | — | — | — | $27K | 0.2% | |
| Invesco International Small-mid Compy A Mutual Fund | — | — | — | $22K | 0.1% | |
| Pimco Income A Mutual Fund | — | — | — | $21K | 0.1% | |
| Empower Securefoundation Balanced Svc Pooled Separate Account | — | — | — | $15K | <0.1% | |
| FUTUREFUNDS SERIES ACCT II OF GWL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $15K | <0.1% | |
| Massmutual Inf-prot And Inc R4 Mutual Fund | — | — | — | $12K | <0.1% | |
| Victory Sycamore Small Co Opportunity A Mutual Fund | — | — | — | $7K | <0.1% | |
| American Century Mid Cap Value A Mutual Fund | — | — | — | $5K | <0.1% |