Spectra Logic 401(k) Profit Sharing Plan
Sponsored by Spectra Logic Corp. · EIN 840922076 · Plan #001
- Total assets
- $53.4M
- Net assets
- $53.4M
- Active participants
- 281
- With balances
- 450
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $58,865 |
| Creative Planning Llc | Investment advisory (plan) | $54,000 |
| Empower Advisory Group, Llc | Investment management | $43,945 |
| Charles Schwab & Co., Inc. | Securities brokerage | $0 |