Weber Packaging Solutions Employees' Retirement Plan And Trust
Sponsored by Weber Marking Systems, Inc. Dba Weber Packaging Solutions, Inc. · EIN 362305066 · Plan #001
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 202
- With balances
- 262
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | 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 | $51,575 |
| Miller Cooper & Co., Ltd. | Accounting, Direct payment from the plan, Other fees | $9,000 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Other fees | $0 |