AUMdb

The Spinx Company, Inc. 401(k) Retirement Savings Plan

Sponsored by The Spinx Company, Inc. · EIN 570551551 · Plan #001

Total assets
$39.3M
Net assets
$39.3M
Active participants
957
With balances
1,185

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $183,789
Kestra Advisory Services, Llc Investment advisory (plan), Consulting fees $36,439
Reliance Trust Company Custodial (securities), Shareholder servicing fees $0