How big is Container Supply Company's plan?

Container Supply Company's plan reported $15.8M in assets and 86 participants for 2024.

Original filing (PDF)20251002172546NAL0000471475007

Container Supply Company

Name: Container Supply Company — Container Supply Company, Form 5500 (2024)
Creator: Container Supply Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Container Supply Company 401(k) Profit Sharing Plan

401(k) retirement plan · Container Supply Company's Container Supply Company 401(k) Profit Sharing Plan held $15.8M in plan assets for 86 participants in 2024.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

People on this filing

Spencer S. Hurtt signed Container Supply Company's 2024 Form 5500 as plan administrator.

Spencer S. Hurtt — 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

Container Supply Company's EIN is 95-1795950.

EIN 95-1795950

Plan number 002

Plan year 2024

ACK ID 20251002172546NAL0000471475007

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Container Supply Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

40 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 13K (2% of contributions).

Helping the score

High average account balance (88th percentile).

Plan sponsor

Name

CONTAINER SUPPLY COMPANY

EIN

all filings

Address

12571 WESTERN AVENUE · GARDEN GROVE, CA · 92841

Phone

(714) 892-8321

Industry

Manufacturing

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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD D. JONES CO., L.P.	43-0345811	—	RIA	$32K	—

Investments

40 direct securities· $15.8M(100% of reported assets)

Pooled Separate Accounts

$15.8M

39 holdings

Cash / Money Market

$1K

1 holding

					% of plan
American Funds 2035 TD Pooled Separate Account	Pooled Separate Accounts	—	—	$2.4M	15.3%
American Funds 2030 TD Pooled Separate Account	Pooled Separate Accounts	—	—	$2.4M	14.8%
Money Market Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$2.0M	12.5%
American Funds 2040 TD Pooled Separate Account	Pooled Separate Accounts	—	—	$2.0M	12.4%
American Funds 2045 TD Pooled Separate Account	Pooled Separate Accounts	—	—	$1.6M	10.0%
American Funds 2025 TD Pooled Separate Account	Pooled Separate Accounts	—	—	$1.2M	7.4%
500 Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$955K	6.0%
Blue Chip Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$686K	4.3%
Vanguard Growth Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$613K	3.9%
John Hancock Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$448K	2.8%
American Funds 2020 TD Pooled Separate Account	Pooled Separate Accounts	—	—	$367K	2.3%
Vanguard Short-Term Federal Pooled Separate Account	Pooled Separate Accounts	—	—	$151K	1.0%
American Funds 2055 TD Pooled Separate Account	Pooled Separate Accounts	—	—	$127K	0.8%
JPMorgan U.S. Equity Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$123K	0.8%
AF The Growth Fund of America Pooled Separate Account	Pooled Separate Accounts	—	—	$110K	0.7%
American Funds 2050 TD Pooled Separate Account	Pooled Separate Accounts	—	—	$91K	0.6%
Vanguard Mid-Cap Growth ETF Pooled Separate Account	Pooled Separate Accounts	—	—	$68K	0.4%
Invesco Small Cap Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$68K	0.4%
Small Cap Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$62K	0.4%
Federated High Yield Bond Pooled Separate Account	Pooled Separate Accounts	—	—	$55K	0.3%
American Funds SMALLCAP World Pooled Separate Account	Pooled Separate Accounts	—	—	$48K	0.3%
Vanguard Small Cap Grow Index Pooled Separate Account	Pooled Separate Accounts	—	—	$39K	0.2%
American Funds New Perspective Pooled Separate Account	Pooled Separate Accounts	—	—	$38K	0.2%
American Funds 2060 TD Pooled Separate Account	Pooled Separate Accounts	—	—	$37K	0.2%
Vanguard Mid-Cap Value ETF Pooled Separate Account	Pooled Separate Accounts	—	—	$36K	0.2%
WisdomTree MidCap Dividend ETF Pooled Separate Account	Pooled Separate Accounts	—	—	$30K	0.2%
Parnassus Core Equity Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$29K	0.2%
Dodge & Cox Stock Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$25K	0.2%
Washington Mutual Investors Pooled Separate Account	Pooled Separate Accounts	—	—	$23K	0.1%
Fidelity Advisor Total Bond Pooled Separate Account	Pooled Separate Accounts	—	—	$21K	0.1%
Capital World Growth & Income Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	<0.1%
American Funds 2065 TD Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	<0.1%
American Funds New World Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$10K	<0.1%
DFA U.S. Small Cap Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$9K	<0.1%
American Century Heritage Pooled Separate Account	Pooled Separate Accounts	—	—	$7K	<0.1%
JPMorgan SMID Cap Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Strategic Income Opp Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%
Templeton Global Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
Vanguard Small Cap Value Index Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
John Hancock Noninterest-bearing Cash	Cash / Money Market	—	—	$1K	<0.1%