AUMdb

Fedrigoni Special Papers North America Inc. Union 401(k) Plan

Sponsored by Fedrigoni Special Papers North America, Inc. · EIN 991148228 · Plan #002

Total assets
$14.7M
Net assets
$14.7M
Active participants
123
With balances
128

Plan year beginning 06/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $32,308
National Financial Services Securities brokerage, Securities brokerage commissions $0

Filing history

Plan year Assets Participants Source
06/01/2024 $14.7M 123 ack 20260611124349NAL0007921440001
05/01/2024 $5.5M 128 ack 20250922154125NAL0002217155001