Packaging Matters, Llc 401(k) Plan
Sponsored by Packaging Matters, Llc · EIN 844241591 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 457
- With balances
- 183
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 |
|---|---|---|
| Rtd Financial Advisors Inc CRD 110744 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rtd Financial Advisors, Inc. | Investment advisory (participants) | $34,643 |
| John Hancock | Recordkeeping, Investment management, Sub-transfer agency fees | $24,306 |