Paperless Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Paperless Inc. · EIN 263488606 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 131
- With balances
- 149
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 |
|---|---|---|
| B. Riley Wealth Advisors, Inc. CRD 115927 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $23,690 |
| B.Riley Wealth Advisors Inc | Investment advisory (plan) | $22,419 |