Filings through Oct 24, 2026.

Retirement plan

Inovar Packaging Group 401(k) Plan

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

Inovar Packaging Group, Inc.EIN 93-4700466Plan #001PY 2025Filed Oct 15, 2026

9001 STERLING ST. SUITE 100 - IRVING, TX 750632422817-635-6711

Prospect flagsFailed to transmit contributionsFund lineup: 19 funds, $56.1M

How to read this page

Total assets (EOY)

$60.3M

No prior year

Total participants

898

No prior year

Average account balance

$73,272

No prior year

Annual return

50.62%

No prior year

Benchmarks

See 1,149 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,149 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$24,913
RPA FINANCIAL LLC1+ years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379	Advisory (Plan)	$8,549
LANE GORMAN TRUBITT, PLLC1+ years Filed as: LANE GORMAN TRUBITT, LLC Service code 10 · EIN 75-1044330	Accounting	$8,000

Fund lineup

CSV with Pro

19 funds of $250K or more; 14 lines in all, holding $56.1M of the plan's $60.3M. From the 2025 filing. Recordkeeper: Principal.

In collective trusts49%median 0% for plans of $50M to $250M (12,546 plans)

In index funds26%median 25% for plans of $50M to $250M (12,546 plans)

In the main target-date series49%median 37% for plans of $50M to $250M (12,546 plans)

Employer stockNo

Target-date series: Principal LifeTime, collective trust, 49% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund	Principal	Collective trust	$27.4M	48.8%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$6.7M	11.9%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$5.8M	10.3%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$3.8M	6.8%
THE Hartford Equity Income Fund Class R6 Hartford Funds · Mutual fund	Hartford Funds	Mutual fund	$2.7M	4.9%
PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund	PIMCO (Allianz)	Mutual fund	$2.4M	4.3%
MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$1.8M	3.2%
Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.8M	3.1%
Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.4M	2.6%
Registered Oppenheimer Inv Discov R6 Fd Invesco · Mutual fund	Invesco	Mutual fund	$1.0M	1.9%

See the other 4 lines in this lineup with Pro.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$191K

$241 / participant

Investment mgmt$9K4.5%
Contract admin$174K91.3%
Other / not subdivided$8K4.2%

% of EOY assets

0.316%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: LANE GORMAN TRUBITT LLC
Auditor EIN: 751044330
Audit fees: $8,000
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP1+ years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$24,913

RPA FINANCIAL LLC1+ years

Filed as: RPA FINANCIAL, LLC

Service code 27 · EIN 83-1143379

Advisory (Plan)

$8,549

LANE GORMAN TRUBITT, PLLC1+ years

Filed as: LANE GORMAN TRUBITT, LLC

Service code 10 · EIN 75-1044330

Accounting

$8,000

Fund

Dollars

% of funds%

Principal LifeTime

Principal · Collective trust

Target-date, 12 vintagesRecordkeeper's own fund

$27.4M

48.8%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$6.7M

11.9%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$5.8M

10.3%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$3.8M

6.8%

THE Hartford Equity Income Fund Class R6

Hartford Funds · Mutual fund

$2.7M

4.9%

PIMCO Income Fund Institutional

PIMCO (Allianz) · Mutual fund

$2.4M

4.3%

MFS International Diversification Fund R6

MFS (Sun Life) · Mutual fund

$1.8M

3.2%

Fidelity Total International Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.8M

3.1%

Fidelity Small Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.4M

2.6%

Registered Oppenheimer Inv Discov R6 Fd

Invesco · Mutual fund

$1.0M

1.9%

Inovar Packaging Group 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Inovar Packaging Group 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion