Case Paper Co., Inc. 401(k) Profit Sharing Plan
Sponsored by Case Paper Co., Inc. · EIN 111945820 · Plan #004
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 294
- With balances
- 268
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $59,274 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $43,473 |