AUMdb

New Indy Container Board Packaging 401(k) Retirement Plan

Sponsored by New Indy Containerboard, Llc · EIN 611685759 · Plan #002

Total assets
$56.2M
Net assets
$56.2M
Active participants
1,024
With balances
1,182

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
Sagepointe Advisors Llc CRD 288883 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Srvs Participant loan processing, Redemption fees, Float revenue $158,155
Sageview Advisors Investment advisory (plan), Consulting fees $45,000