Sharpline Converting, Inc. Salary Deferral 401(k) Plan
Sponsored by Sharpline Converting, Inc. · EIN 480838432 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 260
- With balances
- 201
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 |
|---|---|---|
| Frontier Wealth Management, Llc CRD 144344 | fuzzy_auto · 95% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (participants) | $40,439 |
| Frontier Wealth Mgt, Llc | Investment advisory (participants) | $20,468 |
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $2,000 |