AUMdb

Professional Packaging Systems, Llc 401(k) Profit Sharing Plan And Trust

Sponsored by Professional Packaging Systems, Llc · EIN 751728943 · Plan #002

Total assets
$7.9M
Net assets
$7.9M
Active participants
261
With balances
143

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
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 98% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Equity Services Llc Db Investment advisory (plan) $32,527
Empower Advisory Group, Llc Investment management $18,005
Definiti, Llc Contract administrator $5,827