AUMdb

Belmont Engineered Plastics, Llc 401(k) Plan

Sponsored by Belmont Engineered Plastics, Llc · EIN 462128179 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
155
With balances
160

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
Strategies Wealth Advisors, Llc CRD 289913 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pcs Retirement Llc Contract administrator, Recordkeeping, Consulting (general) $25,806
Innovia Wealth, Llc Investment advisory (plan), Direct payment from the plan $11,590