AUMdb

Schenk Packing Co., Inc. Money Purchase Pension Plan

Sponsored by Schenk Packing Co., Inc. · EIN 910923503 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
229
With balances
377

Plan year beginning 10/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ubs Financial Services Investment advisory (plan), Investment management $23,156