AUMdb

The Box Maker, Inc. 401(k) Retirement Plan

Sponsored by The Box Maker · EIN 911150263 · Plan #001

Total assets
$14.0M
Net assets
$14.0M
Active participants
215
With balances
280

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
Smith Bunday Berman Britton, Ps Accounting $21,600
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $7,175