AUMdb

Ernest Paper Products, Inc. Retirement Plan

Sponsored by Ernest Packaging · EIN 951536052 · Plan #002

Total assets
$45.0M
Net assets
$45.0M
Active participants
539
With balances
655

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $75,128
Empower Annuity Insurance Company O Recordkeeping fees $23,413
Empower Advisory Group, Llc Investment management $15,187
Retirement Wellness Group Llc Other fees $6,000