Penn Color, Inc. Incentive Savings Plan
Sponsored by Penn Color Inc. · EIN 221661347 · Plan #333
- Total assets
- $79.7M
- Net assets
- $79.7M
- Active participants
- 618
- With balances
- 760
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Contract administrator, Direct payment from the plan, Recordkeeping | $113,416 |
| Ubs Financial Services Inc | Investment advisory (plan) | $103,812 |
| J L Kreischer Pc Et Al Ptrs Dba Kre | Accounting | $20,250 |