AUMdb

Genpak 401(k) Plan

Sponsored by Genpak Llc · EIN 141803622 · Plan #003

Total assets
$86.8M
Net assets
$86.8M
Active participants
1,255
With balances
1,608

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $147,621
Ubs Financial Services Inc Investment advisory (plan) $43,000
Bdo Usa Llp Accounting $33,000