Kelly Box And Packaging Corp. 401(k) Savings Plan
Sponsored by Kelly Box And Packaging Corp. · EIN 350946124 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 133
- With balances
- 170
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 |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sym Financial Corporation | Investment advisory (participants), Investment advisory (plan), Investment management | $36,068 |
| Kt Administrators, Llc | Recordkeeping, Consulting (pension), Participant loan processing | $21,318 |
| Baden Gage & Schroeder, Llc | Accounting | $10,400 |