AUMdb

Welch Packaging Group, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Welch Packaging Group, Inc. · EIN 352022237 · Plan #001

Total assets
$54.9M
Net assets
$54.9M
Active participants
1,324
With balances
1,523

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lake City Bank Trustee (institutional), Investment management, Investment advisory (participants) $135,255
Futureplan By Ascensus Recordkeeping, Recordkeeping fees, Consulting (general) $95,168