AUMdb

Hazen Paper Company Retirement Program

Sponsored by Hazen Paper Company · EIN 041429900 · Plan #001

Total assets
$12.0M
Net assets
$12.0M
Active participants
39
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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $88,200
Usi Advisors, Inc. Investment advisory (plan), Other fees $0