AUMdb

Spar Group, Inc 401(k) Profit Sharing Plan

Sponsored by Spar Group, Inc · EIN 330684451 · Plan #001

Total assets
$10.5M
Net assets
$10.5M
Active participants
4,703
With balances
706

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
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $45,671
Orenda Retirement Llc Other services, Direct payment from the plan, Other fees $42,533
Sentinel Pension Advisors Inc Investment advisory (plan), Direct payment from the plan $22,417