AUMdb

Sperber Landscape Companies And Subsidiaries 401(k) Plan

Sponsored by Sperber Landscape Companies, Llc · EIN 824405778 · Plan #001

Total assets
$43.1M
Net assets
$43.1M
Active participants
3,012
With balances
905

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
World Investment Advisors Llc Investment advisory (plan) $71,862
Empower Annuity Insurance Company O Recordkeeping fees $71,776
Cota Street Investment Management Investment management $27,062