Retirement plan

G3 PACKAGING, LLC 401(K) PLAN

Name: G3 PACKAGING, LLC - G3 PACKAGING, LLC 401(K) PLAN (2025) Form 5500
Creator: G3 PACKAGING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G3 PACKAGING, LLC 401(K) PLAN, G3 PACKAGING, LLC

G3 PACKAGING, LLCEIN 88-3621845Plan #001PY 2025

4273 SALZMAN ROAD - MONROE, OH 45044513-360-7267

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$158K

+165.1% from 2024

Total participants

+100.0% from 2024

Average account balance

$11,303

+13.6% from 2024

Annual return

23.05%

-4.28 pp from 2024

Benchmarks

See 3,092 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,092 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$158K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$11K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.05%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$52

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$724

$52 / participant

Other / not subdivided$724100.0%

% of EOY assets

0.458%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,303

$142,354-92.1%

$125,529-91.0%

$155,188-92.7%

Participation rate

100.0%

78.1%+21.9pp

74.7%+25.3pp

80.8%+19.2pp

Annual return

23.05%

306.06%-283.0pp

202.56%-179.5pp

148.84%-125.8pp

Employer contribution / active EE

$3,585

$3,501+2.4%

$3,058+17.2%

$4,248-15.6%

Participant deferral / active EE

$2,472

$5,491-55.0%

$4,813-48.6%

$6,531-62.1%

Admin fee / account holder

$52

$19,392-99.7%

$16,298-99.7%

$14,480-99.6%

G3 PACKAGING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

G3 PACKAGING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion