Spring Hills Llc 401(k) Plan
Sponsored by Spring Hills, Llc. · EIN 223701677 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.4M
- Active participants
- 1,717
- With balances
- 222
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 |
|---|---|---|
| Park Avenue Securities Llc CRD 46173 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Torrillo & Associates, L | Accounting, Direct payment from the plan | $59,240 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $57,816 |
| The Law Firm Of Anthony | Legal, Direct payment from the plan | $47,373 |
| Retirewell Administratio | Contract administrator, Direct payment from the plan | $5,000 |
| Park Avenue Securities | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $5.5M | 1,717 | ack 20251015165221NAL0002663955001 |
| 01/01/2021 | $3.5M | 1,351 | ack 20250210102035NAL0018062785001 |