AUMdb

Spf Mgt. Co., Llc Employees' Retirement Plan

Sponsored by Spf Mgt. Co., Llc · EIN 593607011 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
184
With balances
123

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Bates & Company, Inc. Contract administrator $2,650
Empower Annuity Insurance Company Recordkeeping fees $1,340
Empower Advisory Group, Llc Investment management $1,013