AUMdb

Worcester Envelope Company Employees' Pension Plan

Sponsored by Worcester Envelope Company · EIN 041989150 · Plan #001

Total assets
$6.7M
Net assets
$6.7M
Active participants
28
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
Little House Capital, Llc CRD 290070 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Little House Capital Investment advisory (plan), Direct payment from the plan $39,033