Spartan Management, Llc 401(k) Plan
Sponsored by Spartan Management Llc · EIN 274384090 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 355
- With balances
- 97
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,681 |
| Professional Benefit Services, Inc. | Contract administrator, Direct payment from the plan, Other services | $3,687 |
| D A Davidson & Co Inc | Other services, Other commissions, Other fees | $0 |