Kaufman Container Employees 401(k) Savings Plan
Sponsored by Kaufman Container Company · EIN 340324830 · Plan #002
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 86
- With balances
- 105
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $38,161 |
| Ubs Financial Services Inc | Investment advisory (plan), Other fees | $0 |