AUMdb

Paperless Parts, Inc. 401(k) Plan

Sponsored by Paperless Parts, Inc. · EIN 815265530 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
114
With balances
155

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $15,276
Osaic Wealth Inc Investment advisory (plan) $8,665