AUMdb

Legacy Pharmaceutical Packaging 401(k) Profit Sharing Plan

Sponsored by Legacy Pharmaceutical Packaging, Llc · EIN 043737277 · Plan #001

Total assets
$8.6M
Net assets
$8.6M
Active participants
234
With balances
180

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $40,879
Mma Securities Llc Investment advisory (plan), Consulting fees $18,294