Jbm Packaging Company Retirement Plan And Trust
Sponsored by Jbm Packaging Company · EIN 311277407 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 128
- With balances
- 146
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 |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisors, Llc | Investment advisory (plan) | $35,690 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,433 |
| Clark Schaefer Hackett & Co. | Contract administrator | $1,260 |