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Original filing (PDF)20251012103034NAL0000078963001
PACKAGING AIDS CORPORATION
Form 5500
FILING_RECEIVED
PACKAGING AIDS CORPORATION EMPLOYEES SAVINGS PLAN
401(k) retirement plan
Active participants
126
Accounts w/ balance
137
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
24 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 (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACKAGING AIDS CORPORATION.
Plan sponsor
Name
PACKAGING AIDS CORPORATION
EIN
94-1563588
Address
25 TIBURON STREET · SAN RAFAEL, CA · 94901
Phone
(415) 454-4868
Industry
Manufacturingsee 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
2025-10-12
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
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $15K | — |
Investments
24 direct securities· $4.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors DFA Global Equity Portfolio Institutional Class 28,296 Units ^ | — | — | — | $963K | 20.1% | |
| Dimensional Fund Advisors DFA Global Allocation 60/40 Portfolio Institutional Class 42,952 Units ^ | — | — | — | $899K | 18.7% | |
| Vanguard Target Retirement 2025 Fund 26,586 Units ^ | — | — | — | $497K | 10.4% | |
| Vanguard Target Retirement 2045 Fund 14,307 Units ^ | — | — | — | $424K | 8.9% | |
| Vanguard Target Retirement 2070 Fund 20 Units ^ 544 Vanguard Target Retirement Income Fund 28,703 Units ^ | — | — | — | $376K | 7.8% | |
| Vanguard Federal Money Market Fund 249,704 Units ^ | — | — | — | $250K | 5.2% | |
| Vanguard Target Retirement 2030 Fund 4,792 Units ^ | — | — | — | $182K | 3.8% | |
| Fidelity Investments Fidelity 500 Index Fund 772 Units ^ | — | — | — | $158K | 3.3% | |
| Vanguard Target Retirement 2040 Fund 3,191 Units ^ | — | — | — | $138K | 2.9% | |
| Vanguard Target Retirement 2060 Fund 2,580 Units ^ | — | — | — | $132K | 2.8% | |
| Vanguard Target Retirement 2035 Fund 5,288 Units ^ | — | — | — | $127K | 2.6% | |
| Notes Receivable from Participant 10 notes receivable bearing interest ranging from 9.75% to 10.50% | — | — | — | $109K | 2.3% | |
| Vanguard Target Retirement 2020 Fund 4,026 Units ^ | — | — | — | $107K | 2.2% | |
| Vanguard Target Retirement 2050 Fund 1,644 Units ^ | — | — | — | $82K | 1.7% | |
| Fidelity Investments Fidelity Mid Cap Index 2,415 Units ^ | — | — | — | $82K | 1.7% | |
| Vanguard Target Retirement 2065 Fund 1,528 Units ^ | — | — | — | $51K | 1.1% | |
| Vanguard Target Retirement 2055 Fund 812 Units ^ | — | — | — | $45K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index 1,330 Units ^ | — | — | — | $37K | 0.8% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund 3,557 Units ^ | — | — | — | $36K | 0.8% | |
| Dimensional Fund Advisors DFA Global Allocation 25/75 Portfolio Institutional Class 2,416 Units ^ | — | — | — | $33K | 0.7% | |
| Vanguard Real Estate Index Fund Admiral Shares 233 Units ^ | — | — | — | $29K | 0.6% | |
| Fidelity Investments Fidelity Total International Index 1,203 Units ^ | — | — | — | $16K | 0.3% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio Institutional Class 551 Units ^ | — | — | — | $16K | 0.3% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio Institutional Class 520 Units ^ | — | — | — | $6K | 0.1% |
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