AUMdb

New Indy Catawba, Llc Pension Plan

Sponsored by New Indy Containerboard, Llc · EIN 831904423 · Plan #001

Total assets
$79.4M
Net assets
$79.4M
Active participants
181
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sageview Advisory Group, Llc CRD 126777 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Svcs Contract administrator, Direct payment from the plan $44,015
Sageview Consulting Group Actuarial, Direct payment from the plan $24,500
Sageview Advisory Investment management, Direct payment from the plan $16,250