AUMdb

Bertelsmann Printing Group 401(k) And Profit Sharing Plan

Sponsored by Offset Paperback Mfrs., Inc. · EIN 231873471 · Plan #002

Total assets
$88.4M
Net assets
$88.4M
Active participants
1,038
With balances
1,311

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $24,970
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $13,324