AUMdb

Klockner Pentaplast Of America, Inc. Employees' Retirement Plan

Sponsored by Klockner Pentaplast Of America, Inc · EIN 541061368 · Plan #003

Total assets
$125M
Net assets
$125M
Active participants
851
With balances
1,464

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $119,848
Raymond James Financial Services Investment advisory (plan), Direct payment from the plan $105,593