AUMdb

Dial Packaging 401 K Plan

Sponsored by Lewisburg Printing, Llc · EIN 620636699 · Plan #001

Total assets
$18.9M
Net assets
$18.9M
Active participants
275
With balances
216

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (participants) $39,535
John Hancock Usa Recordkeeping, Investment management, Shareholder servicing fees $8,642
Empower Annuity Insurance Company Recordkeeping fees $40