Aptargroup, Inc. Employees' Retirement Plan
Sponsored by Aptargroup, Inc. · EIN 363853103 · Plan #001
- Total assets
- $189M
- Net assets
- $189M
- Active participants
- 1,230
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Chase | Investment management, Investment management fees (direct) | $178,774 |
| Deloitte | Actuarial, Direct payment from the plan | $132,760 |
| Principal | Trustee (institutional), Direct payment from the plan | $69,877 |
| Marquette Associates | Investment advisory (plan), Investment management fees (direct) | $42,500 |
| Acadian | Investment management, Investment management fees (direct) | $35,656 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $35,106 |
| Income Research & Management | Investment management, Investment management fees (direct) | $33,329 |
| Sidley | Legal, Direct payment from the plan | $6,423 |