AUMdb

New Indy Containerboard Llc Mill Division 401 K Retirement Savings Plan

Sponsored by New Indy Containerboard Llc · EIN 611685759 · Plan #001

Total assets
$136M
Net assets
$136M
Active participants
765
With balances
923

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Participant loan processing, Redemption fees, Float revenue $130,618
Sageview Advisory Group Llc Investment advisory (plan) $60,000