401(k) Plan For The Non Bargaining Employees Of Twin Rivers Paper Company Llc
Sponsored by Twin Rivers Paper Company Llc · EIN 271723368 · Plan #001
- Total assets
- $53.1M
- Net assets
- $53.1M
- Active participants
- 106
- With balances
- 163
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Morgan Stanley Institutional Investment Advisors Llc CRD 149122 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,250 |
| Fisher Investments | Investment advisory (participants) | $10,726 |
| Chester M. Kearney, Pa | Accounting | $6,710 |
| Morgan Stanley Institutional Inves | Investment advisory (plan) | $5,392 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$24,474 |