Accord Carton 401(k) Plan
Sponsored by Accord Carton Llc · EIN 362219334 · Plan #002
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 177
- With balances
- 131
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 |
|---|---|---|
| Correll Co. Investment Services Corp. CRD 38995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Correll Co. Investment Services | Investment management, Distribution (12b-1) fees | $14,544 |