Appvion, Llc Retirement Savings Plan
Sponsored by Appvion, Llc · EIN 873735970 · Plan #001
- Total assets
- $76.3M
- Net assets
- $76.3M
- Active participants
- 307
- With balances
- 500
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 |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $42,184 |
| Independent Financial | Investment advisory (plan), Direct payment from the plan | $34,852 |