Bemis Associates, Inc. Employee Deferred Savings Plan
Sponsored by Bemis Associates, Inc. · EIN 041078880 · Plan #004
- Total assets
- $57.0M
- Net assets
- $57.0M
- Active participants
- 177
- With balances
- 274
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 |
|---|---|---|
| Carbon Wealth Management Inc. CRD 331891 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $52,484 |
| Carson Wealth Management, Llc | Investment advisory (plan) | $21,067 |