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Original filing (PDF)20251015122716NAL0009210962001
PLASTIC EXPRESS
Form 5500
FILING_RECEIVED
PLASTIC EXPRESS 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
624
Accounts w/ balance
277
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "INVESCO EQUITY AND INCOME R6" is 42% of plan.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLASTIC EXPRESS.
Plan sponsor
Name
PLASTIC EXPRESS
EIN
95-3255467
Address
15450 SALT LAKE AVENUE · CITY OF INDUSTRY, CA · 91745
Phone
(657) 644-5137
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
WITHUM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCYON ADVISORS, LLC | 82-1652002 | — | INVESTMENT/FINANCIAL ADVI | $29K | — |
Investments
22 direct securities· $13.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $5.5M | 40.4% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $2.1M | 15.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 8.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $821K | 6.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $642K | 4.7% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $488K | 3.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $478K | 3.5% | |
| PRI SMALL CAP R6 | Registered Investment Companies | — | — | $438K | 3.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $375K | 2.8% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $273K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $164K | 1.2% | |
| FED HERM GOV OBLG PREMIER | Registered Investment Companies | — | — | $156K | 1.2% | |
| JPM MORTGAGE BACKED SEC R6 | Registered Investment Companies | — | — | $131K | 1.0% | |
| MFS GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $109K | 0.8% | |
| PRINCIPAL HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $79K | 0.6% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $59K | 0.4% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $55K | 0.4% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $52K | 0.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $50K | 0.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $35K | 0.3% | |
| VANGUARD GNMA FD - INV | Registered Investment Companies | — | — | $17K | 0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $7K | <0.1% |
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