AUMdb

Advance Paper Box Company Union 401(k) Plan

Sponsored by Advance Paper Box Company · EIN 950478684 · Plan #002

Total assets
$1.8M
Net assets
$1.8M
Active participants
93
With balances
124

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Ins And Annuity Co Investment advisory (participants) $3,627
Morningstar Investment Mgmt Investment advisory (participants) $374
Troug Ryding Inc. Dba The Ryding Co Other services $0