AUMdb

Spudnik Equipment Company Llc 401(k) Profit Sharing Plan

Sponsored by Spudnik Equipment Company Llc · EIN 820537789 · Plan #001

Total assets
$21.5M
Net assets
$21.5M
Active participants
511
With balances
585

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
Echelon Group, Inc. CRD 333195 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $47,323
Arbor Point Advisors Llc Investment advisory (plan), Consulting fees $29,972
Echelon Group, Inc. Investment advisory (plan), Consulting fees $10,054