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Original filing (PDF)20251015140705NAL0002540979001
HUHTAMAKI AMERICAS, INC.
Form 5500
FILING_RECEIVED
HUHTAMAKI LONG TERM SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Active participants
3,443
Accounts w/ balance
3,911
Plan assets (EOY)
$277.0M
Net assets (EOY)
$277.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUHTAMAKI AMERICAS, INC..
Plan sponsor
Name
HUHTAMAKI AMERICAS, INC.
EIN
98-0338708
Address
9201 PACKAGING DRIVE · DESOTO, KS · 66018
Phone
(913) 583-8778
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $276K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER RETIREMENT ADVISORS | 61-1740806 | — | CONSULTANT | $69K | — |
Investments
49 direct securities · 2 pooled funds· $477.5M(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
$427.0M
49 holdings
Common Collective Trust
$50.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY GROWTH COMPANY FD K6 MUTUAL FUNDS | — | — | $28.8M | $38.8M | 14.0% | |
| State Street S&P 500 Index Non-Lending Series Fund Cl N Common Collective Trust | — | — | — | $29.8M | 10.8% | |
| STATE STREET SP 500 INDEX NL SERIES STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | $16.0M | $29.8M | 10.8% | |
| Morley Stable Value Fund 20 Stable Value Common Collective Trust | — | — | — | $20.6M | 7.5% | |
| MORLEY STABLE VALUE FUND 20 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $18.9M | $20.6M | 7.5% | |
| VANGUARD 2030 TARGET RETIREMNT MUTUAL FUNDS | — | — | $20.2M | $20.6M | 7.4% | |
| Vanguard Target Retirement 2030 Fund Investor Class Mutual Fund | — | — | — | $20.5M | 7.4% | |
| VANGUARD EXTEND MARKET INDX FD MUTUAL FUNDS | — | — | $12.9M | $19.5M | 7.0% | |
| VANGUARD EQUITY INCOME CL ADM MUTUAL FUNDS | — | — | $15.6M | $17.2M | 6.2% | |
| VANGUARD BALANCED INDEX INSTL MUTUAL FUNDS | — | — | $12.3M | $15.2M | 5.5% | |
| Vanguard Balanced Index Fund Institutional Class Mutual Fund | — | — | — | $15.2M | 5.5% | |
| VANGUARD 2035 TARGET RETIREMNT MUTUAL FUNDS | — | — | $14.0M | $14.7M | 5.3% | |
| Vanguard Target Retirement 2035 Fund Investor Class Mutual Fund | — | — | — | $14.7M | 5.3% | |
| VANGUARD 2025 TARGET RETIREMNT MUTUAL FUNDS | — | — | $13.4M | $12.8M | 4.6% | |
| Vanguard Target Retirement 2025 Fund Investor Class Mutual Fund | — | — | — | $12.7M | 4.6% | |
| VANGUARD TOTAL INTL CL INSTL MUTUAL FUNDS | — | — | $11.7M | $11.4M | 4.1% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $11.4M | 4.1% | |
| VANGUARD 2040 TARGET RETIREMNT MUTUAL FUNDS | — | — | $10.0M | $10.7M | 3.9% | |
| Vanguard Target Retirement 2040 Fund Investor Class Mutual Fund | — | — | — | $10.6M | 3.8% | |
| Participant Loans (interest rate range 3.25% to 8.50%) | — | — | — | $10.2M | 3.7% | |
| LOAN FUND LOANS | — | — | $10.2M | $10.2M | 3.7% | |
| VANGUARD 2045 TARGET RETIREMNT MUTUAL FUNDS | — | — | $8.4M | $9.2M | 3.3% | |
| Vanguard Target Retirement 2045 Fund Investor Class Mutual Fund | — | — | — | $9.1M | 3.3% | |
| VANGUARD TOTAL BOND MKT MUTUAL FUNDS | — | — | $9.0M | $8.5M | 3.1% | |
| Vanguard Total Bond Market Index Fund Institutional Class Mutual Fund | — | — | — | $8.5M | 3.1% | |
| VANGUARD 2050 TARGET RETIREMNT MUTUAL FUNDS | — | — | $7.4M | $8.1M | 2.9% | |
| Vanguard Target Retirement 2050 Fund Investor Class Mutual Fund | — | — | — | $8.1M | 2.9% | |
| VANGUARD 2055 TARGET RETIREMNT MUTUAL FUNDS | — | — | $4.7M | $5.2M | 1.9% | |
| Vanguard Target Retirement 2055 Fund Investor Class Mutual Fund | — | — | — | $5.2M | 1.9% | |
| VANGUARD 2060 TARGET RETIREMNT MUTUAL FUNDS | — | — | $4.0M | $4.5M | 1.6% | |
| Vanguard Target Retirement 2060 Fund Investor Class Mutual Fund | — | — | — | $4.5M | 1.6% | |
| VICTORY SYCAMORE EST VAL FD I MUTUAL FUNDS | — | — | $3.6M | $3.6M | 1.3% | |
| Victory Sycamore Established Value Fund Class I Mutual Fund | — | — | — | $3.6M | 1.3% | |
| VANGUARD 2020 TARGET RETIREMNT MUTUAL FUNDS | — | — | $3.7M | $3.2M | 1.2% | |
| Vanguard Target Retirement 2020 Fund Investor Class Mutual Fund | — | — | — | $3.2M | 1.2% | |
| METROPOLITAN WEST TOTAL FD I MUTUAL FUNDS | — | — | $3.5M | $3.1M | 1.1% | |
| Metropolitan West Total Return Bond Fund Class I Mutual Fund | — | — | — | $3.1M | 1.1% | |
| BLACKROCK INFL PROT INST MUTUAL FUNDS | — | — | $2.4M | $2.2M | 0.8% | |
| BlackRock Inflation Protected Bond Fund Institutional Class Mutual Fund | — | — | — | $2.2M | 0.8% | |
| COLUMBIA SMALL CAP VALUE INSTL MUTUAL FUNDS | — | — | $2.3M | $2.0M | 0.7% | |
| Columbia Small Cap Value Fund II Institutional Class Mutual Fund | — | — | — | $2.0M | 0.7% | |
| WASATCH CORE GROWTH FD INSTL MUTUAL FUNDS | — | — | $1.6M | $1.9M | 0.7% | |
| Wasatch Core Growth Fund Institutional Class Mutual Fund | — | — | — | $1.9M | 0.7% | |
| VANGUARD 2065 TARGET RETIREMNT MUTUAL FUNDS | — | — | $1.3M | $1.5M | 0.5% | |
| Vanguard Target Retirement 2065 Fund Investor Class Mutual Fund | — | — | — | $1.5M | 0.5% | |
| INVESCO DEVELOPING MKTS FD Y MUTUAL FUNDS | — | — | $1.6M | $1.4M | 0.5% | |
| Invesco Developing Markets Fund Mutual Fund | — | — | — | $1.4M | 0.5% | |
| VANGUARD TRGT INCOME RETRMNT MUTUAL FUNDS | — | — | $998K | $905K | 0.3% | |
| BLF FEDFUND MONEY MARKET | — | — | $366K | $366K | 0.1% | |
| (1) BlackRock Liquidity Funds FedFund Money Market | — | — | — | $7K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $4K | $4K | <0.1% |