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Original filing (PDF)20251015150534NAL0002632435001
ELKAY PLASTICS CO., INC.
Form 5500
FILING_RECEIVED
ELKAY PLASTICS CO., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
190
Accounts w/ balance
226
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
38 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELKAY PLASTICS CO., INC..
Plan sponsor
Name
ELKAY PLASTICS CO., INC.
EIN
95-4290939
Address
6000 SHEILA ST. · COMMERCE, CA · 90040
Phone
(323) 306-5737
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONARCH CORPORATE ADVISORS INC | — | SIMI VALLEY, CA | INVESTMENT ADVISOR | $20K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $5K | — |
Investments
35 direct securities · 3 pooled funds· $22.3M(100% 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.
Uncategorized
$22.0M
35 holdings
Common Collective Trust
$159K
1 holding
Pooled Separate Account
$85K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund N/R | — | — | — | $3.6M | 16.1% | |
| AllianceBernstein AB Large Cap Growth I N/R | — | — | — | $2.7M | 12.0% | |
| Vanguard Total Stock Mkt Idx Adm N/R | — | — | — | $2.4M | 10.7% | |
| Vanguard Target Retirement 2025 Fund N/R | — | — | — | $1.5M | 6.7% | |
| Vanguard Target Retirement 2045 Fund N/R | — | — | — | $1.5M | 6.6% | |
| Vanguard Target Retirement 2030 Fund N/R | — | — | — | $1.1M | 4.8% | |
| Vanguard Target Retirement 2040 Fund N/R | — | — | — | $826K | 3.7% | |
| Artisan Partners Funds International Value Investor N/R | — | — | — | $780K | 3.5% | |
| Company of America Participant Loans * Particpant Loans Interest rates: 5.25% - 10.50%; maturing $0 | — | — | — | $728K | 3.3% | |
| Vanguard Explorer Fund Admiral N/R | — | — | — | $710K | 3.2% | |
| BlackRock Health Sciences Opps K N/R | — | — | — | $684K | 3.1% | |
| Franklin Templeton Investments ClearBridge Portfolio Fund N/R | — | — | — | $519K | 2.3% | |
| Vanguard Target Retirement 2050 Inv N/R | — | — | — | $516K | 2.3% | |
| Vanguard Target Retirement Income Inv N/R | — | — | — | $479K | 2.2% | |
| Vanguard Target Retirement 2055 Fund N/R | — | — | — | $472K | 2.1% | |
| Vanguard Target Retirement 2020 Fund N/R | — | — | — | $457K | 2.1% | |
| Dodge & Cox Dodge & Cox Income I N/R | — | — | — | $455K | 2.0% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance Guaranteed Portfolio Fund N/R | — | — | — | $432K | 1.9% | |
| Macquarie Small Cap Value Institutional N/R | — | — | — | $349K | 1.6% | |
| Vanguard Small Cap Value Index Admiral N/R | — | — | — | $347K | 1.6% | |
| Federated Hermes Instl High Yield Bd IS N/R | — | — | — | $280K | 1.3% | |
| Vanguard Target Retirement 2060 Fund N/R | — | — | — | $275K | 1.2% | |
| Fidelity Investments Mid Cap Index N/R | — | — | — | $271K | 1.2% | |
| Fidelity Investments Select Natural Resources Fund N/R | — | — | — | $220K | 1.0% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $159K | 0.7% | |
| Columbia Threadneedle Select Mid Cap Value Instl 3 N/R | — | — | — | $150K | 0.7% | |
| Vanguard Target Retirement 2065 Fund N/R | — | — | — | $102K | 0.5% | |
| Empower Funds SecureFoundation Balanced Svc N/R | — | — | — | $92K | 0.4% | |
| MFS INTL GROWTH EQUITY(IS PLATFORM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $82K | 0.4% | |
| Fidelity Investments Advisor Intl Small Cap I N/R | — | — | — | $64K | 0.3% | |
| Fidelity Investments Small Cap Index N/R | — | — | — | $41K | 0.2% | |
| Vanguard FTSE All-Wld ex-US Inx Admiral N/R | — | — | — | $32K | 0.1% | |
| Invesco Gold & Special Minerals Y N/R | — | — | — | $22K | <0.1% | |
| Cohen & Steers Real Estate Securities N/R | — | — | — | $19K | <0.1% | |
| Dimensional Fund Advisors Emerging Markets Core Equity N/R | — | — | — | $9K | <0.1% | |
| Fidelity Investments Advisor Utilities N/R | — | — | — | $9K | <0.1% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANYLARGE · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $2K | <0.1% | |
| SEI International Fixed Income F (SIT) N/R | — | — | — | $2K | <0.1% |