How big is Ernest Packaging's plan?

Ernest Packaging's plan reported $45.0M in assets and 539 participants for 2024.

Original filing (PDF)20250917110358NAL0000924306001

Ernest Packaging

Name: Ernest Packaging — Ernest Paper Products, Inc., Form 5500 (2024)
Creator: Ernest Packaging
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ernest Paper Products, Inc. Retirement Plan

401(k) retirement plan · Ernest Packaging's Ernest Paper Products, Inc. Retirement Plan held $45.0M in plan assets for 539 participants in 2024, with Empower as recordkeeper.

Active participants

539

Accounts w/ balance

655

Plan assets (EOY)

$45.0M

Net assets (EOY)

$45.0M

People on this filing

Karri a Wolten signed Ernest Packaging's 2024 Form 5500 as plan administrator.

Karri a Wolten — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ernest Packaging's EIN is 95-1536052.

EIN 95-1536052

Plan number 002

Plan year 2024

ACK ID 20250917110358NAL0000924306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ernest Packaging from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ernest Packaging's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERNEST PACKAGING.

Finding similar companies…

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

ERNEST PACKAGING

EIN

all filings

Address

5777 SMITHWAY STREET · COMMERCE, CA · 90040

Phone

(323) 923-3161

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$23K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

28 direct securities· $45.0M(100% of reported assets)

Mutual Funds

$33.2M

21 holdings

Common Collective Trusts

$4.4M

2 holdings

Other securities

$4.2M

3 holdings

Common Stocks

$3.2M

1 holding

U.S. Treasuries

$196K

1 holding

					% of plan
PUTNAM LARGE CAP VALUE R6 Mutual Fund	Mutual Funds	—	—	$7.8M	17.3%
SCHWAB S&P 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$3.8M	8.4%
KEY GUARANTEED PORTFOLIO FUND Group Annuity Contract	Common Stocks	—	—	$3.2M	7.0%
VANGUARD MID-CAP VALUE INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$3.1M	7.0%
VANGUARD BALANCED INDEX ADM Mutual Fund	Mutual Funds	—	—	$2.8M	6.3%
NUVEEN LIFECYCLE INDEX 2050 R6 Mutual Fund	Mutual Funds	—	—	$2.7M	6.1%
NUVEEN LIFECYCLE INDEX 2040 R6 Mutual Fund	Mutual Funds	—	—	$2.7M	6.0%
NUVEEN LIFECYCLE INDEX 2060 R6 Mutual Fund	Mutual Funds	—	—	$2.7M	5.9%
T. ROWE PRICE GLOBAL STOCK I Mutual Fund	Other securities	—	—	$1.7M	3.9%
AB SMALL CAP GROWTH Z Mutual Fund	Other securities	—	—	$1.7M	3.7%
VANGUARD GROWTH INDEX ADM Mutual Fund	Mutual Funds	—	—	$1.3M	3.0%
AMERICAN FUNDS GR AND INC PORT R-6 Mutual Fund	Mutual Funds	—	—	$1.3M	2.9%
FIDELITY MID CAP INDEX Mutual Fund	Mutual Funds	—	—	$1.3M	2.9%
NUVEEN LIFECYCLE INDEX 2030 R6 Mutual Fund	Mutual Funds	—	—	$1.2M	2.7%
NUVEEN SMALL CAP BLEND INDEX R6 Mutual Fund	Mutual Funds	—	—	$1.2M	2.6%
PUTNAM INCOME R6 Mutual Fund	Mutual Funds	—	—	$1.2M	2.6%
FIDELITY US BOND INDEX Mutual Fund	Mutual Funds	—	—	$780K	1.7%
HARTFORD SCHRODERS INTERNATIONAL STK SDR Mutual Fund	Other securities	—	—	$747K	1.7%
NUVEEN LIFECYCLE INDEX 2020 R6 Mutual Fund	Mutual Funds	—	—	$700K	1.6%
FIDELITY GROWTH DISCOVERY K Mutual Fund	Mutual Funds	—	—	$689K	1.5%
NUVEEN INTERNATIONAL EQUITY INDEX R6 Mutual Fund	Common Collective Trusts	—	—	$576K	1.3%
NUVEEN LIFECYCLE INDEX RETIREMENT INC R6 Mutual Fund	Mutual Funds	—	—	$482K	1.1%
DFA US TARGETED VALUE I Mutual Fund	Mutual Funds	—	—	$416K	0.9%
AMERICAN FUNDS NEW WORLD R6 Mutual Fund	Mutual Funds	—	—	$294K	0.7%
DFA REAL ESTATE SECURITIES I Mutual Fund	Mutual Funds	—	—	$243K	0.5%
DFA INFLATION-PROTECTED SECURITIES I Mutual Fund	Mutual Funds	—	—	$206K	0.5%
PIMCO INT BOND (USD-HEDGED) INSTL Mutual Fund	U.S. Treasuries	—	—	$196K	0.4%
NUVEEN LIFECYCLE INDEX 2010 R6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%