AUMdb

Schanock Packerland, Llc 401 K Retirement Savings Plan

Sponsored by Schanock Packerland, Llc · EIN 391623240 · Plan #001

Total assets
$7.8M
Net assets
$7.8M
Active participants
169
With balances
177

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
American Trust Company Custodial (securities) $40,155
Kerberrose Accounting, Direct payment from the plan $5,000
Cliftonlarsonallen Investment advisory (participants), Investment advisory (plan), Investment management $2,500