Tetra Pak Retirement Savings Plan
Sponsored by Tetra Pak, Inc. · EIN 751537534 · Plan #010
- Total assets
- $500M
- Net assets
- $500M
- Active participants
- 1,665
- With balances
- 2,070
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services | Recordkeeping, Trustee (institutional), Direct payment from the plan | $257,071 |
| Morgan Stanley | Investment management, Direct payment from the plan | $98,294 |
| Forvis Mazars Llp | Accounting, Direct payment from the plan | $52,677 |