AUMdb

C P Flexpack 401(k) Plan

Sponsored by C P Converters, Inc. · EIN 231544725 · Plan #001

Total assets
$38.4M
Net assets
$38.4M
Active participants
592
With balances
438

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Usi Advisors Investment advisory (plan) $93,599
Usi Consulting Group Account maintenance fees $79,233