AUMdb

Blue Label Packaging Co. Safe Harbor 401 K Profit Sharing Plan

Sponsored by Blue Label Packaging Co. · EIN 310963794 · Plan #003

Total assets
$8.8M
Net assets
$8.8M
Active participants
134
With balances
153

Plan year beginning 04/01/2024 · 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
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $39,410
Ubs Financial Services, Inc. Recordkeeping, Consulting (pension), Direct payment from the plan $29,118
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $17,469
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0