Associated Sales & Bag Company 401(k) Savings Plan
Sponsored by Associated Sales & Bag Company · EIN 390742989 · Plan #001 · Milwaukee, WI
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 152
- With balances
- 149
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $21,782 |
| Creative Planning Llc | Investment advisory (plan) | $15,560 |
| Vrakas S.C. | Accounting | $10,200 |