AUMdb

Sharp Packaging Services Llc 401(k) Savings Plan

Sponsored by Sharp Packaging Services Llc · EIN 231989163 · Plan #002

Total assets
$67.8M
Net assets
$67.8M
Active participants
1,190
With balances
749

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $34,473
Vanguard Advisers Inc. Investment advisory (participants), Direct payment from the plan $10,731
Charles Schwab & Co, Inc. Securities brokerage, Securities brokerage commissions $2