AUMdb

Mondi Retirement Savings Plan Usa

Sponsored by Mondi U.S. Holdings Llc · EIN 203849624 · Plan #001

Total assets
$134M
Net assets
$134M
Active participants
1,167
With balances
1,553

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
Shepherd Kaplan Krochuk, Llc CRD 127304 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $133,484
Shepherd Kaplan Krochuk Llc Investment advisory (plan) $28,973
Ford & Harrison Llp Legal $5,144