AUMdb

D & W Fine Pack Llc 401 K Plan

Sponsored by D & W Fine Pack Llc · EIN 264627550 · Plan #004

Total assets
$53.1M
Net assets
$53.1M
Active participants
930
With balances
1,372

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $148,573
Kestra Advisory Services Recordkeeping, Consulting (pension), Direct payment from the plan $45,031
Cassell Plan Audits, Inc Recordkeeping, Consulting (pension), Direct payment from the plan $8,500
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0