Billerud Americas Corporation Retirement Savings Plan For Non Union Employees
Sponsored by Billerud Americas Corporation · EIN 753217389 · Plan #001
- Total assets
- $360M
- Net assets
- $360M
- Active participants
- 847
- With balances
- 1,309
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Stephens Inc. CRD 3496 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $327,426 |
| Stephens Inc | Investment advisory (plan), Direct payment from the plan | $93,192 |
| D & G Advisory Group Llc | Securities brokerage, Securities brokerage commissions | $91,978 |
| Lenny Kisin Dba | Securities brokerage, Securities brokerage commissions | $15,538 |
| Carlson Capital Management Llc | Securities brokerage, Securities brokerage commissions | $8,483 |
| Fisher Investments | Securities brokerage, Securities brokerage commissions | $7,961 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $724 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |