Billerud Americas Corporation Retirement Savings Plan For Bargained Employees
Sponsored by Billerud Americas Corporation · EIN 753217389 · Plan #006
- Total assets
- $315M
- Net assets
- $315M
- Active participants
- 791
- With balances
- 1,621
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Stephens Inc. CRD 3496 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $401,717 |
| Stephens Inc | Investment advisory (plan), Direct payment from the plan | $72,916 |
| D & G Advisory Group Llc | Securities brokerage, Securities brokerage commissions | $63,150 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $797 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |