Packback 401(k) Retirement Savings Plan
Sponsored by Packback, Inc. · EIN 465189551 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 118
- With balances
- 258
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $20,849 |
| Capital Group Retirement Plan Serv | Recordkeeping fees | $2,427 |
| Shore Tompkins Actuarial Resources | Contract administrator | $2,175 |