Spend Life Wisely Company, Inc. Employee Stock Ownership Plan With 401(k) Features
Sponsored by Spend Life Wisely Company, Inc. · EIN 730936842 · Plan #002
- Total assets
- $363M
- Net assets
- $363M
- Active participants
- 1,858
- With balances
- 2,575
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 |
|---|---|---|
| Bokf, Na | Custodial (securities), Trustee (institutional), Trustee (directed) | $199,018 |
| Southard Financial Llc | Valuation | $7,700 |