Pregis Llc Retirement And Savings Plan
Sponsored by Pregis Llc · EIN 203103585 · Plan #001
- Total assets
- $185M
- Net assets
- $185M
- Active participants
- 2,874
- With balances
- 3,144
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services | Investment management | $170,900 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $51,340 |
| Benesch | Legal | $25,194 |
| Legacy | Accounting | $16,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $14,097 |