AUMdb

Springboard Social Enterprises Retirement Plan

Sponsored by Springboard Social Enterprises · EIN 812228271 · Plan #001

Total assets
$4.5M
Net assets
$4.5M
Active participants
38
With balances
90

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
Great West Life & Annuity Ins Recordkeeping fees $28,448
Wells Fargo Advisors, Llc Other commissions $8,145
The Allocation Company Contract administrator $2,725
Empower Ret Adv Serv Investment management $674