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Original filing (PDF)20241011125145NAL0010930563001
INDUSPAC CALIFORNIA, INC.
Form 5500
FILING_RECEIVED
SPECIALIZED PACKAGING GROUP EMPLOYEES 401(K) PLAN
401(k) retirement plan
Active participants
244
Accounts w/ balance
107
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
13 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)
90
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
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 INDUSPAC CALIFORNIA, INC..
Plan sponsor
Name
INDUSPAC CALIFORNIA, INC.
EIN
94-3340518
Address
38505 CHERRY STREET · NEWARK, CA · 94560
Phone
(514) 636-1347
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLUE & CO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $0 | — |
Investments
13 pooled funds· $4.3M(76% 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 |
|---|---|---|---|
| STATE STREET TARGET RETIREMENT 2030 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | $1.3M | 23.9% |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | $767K | 13.6% |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | $553K | 9.8% |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | $465K | 8.2% |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | $399K | 7.1% |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | $218K | 3.9% |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | $168K | 3.0% |
| AB US LARGE CAP GROWTH CIT FEE CLAS WILMINGTON TRUST FUNDS · EIN 38-4116831 / PN 509 | Common Collective Trust | $147K | 2.6% |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | $98K | 1.7% |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | $62K | 1.1% |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET FUNDS · EIN 32-6528132 / PN 044 | Common Collective Trust | $51K | 0.9% |
| STATE STREET TARGET RETIREMENT 2020 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | $23K | 0.4% |
| STATE STREET TARGET RETIREMENT INCO STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | $15K | 0.3% |
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