Paperworks Industries, Inc. Pension Plan For Hourly Employees
Sponsored by Paperworks Industries, Inc. · EIN 262919931 · Plan #003
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 68
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $11,887 |
| Creative Planning, Inc. | Investment advisory (plan), Other fees | $0 |