AUMdb

Sphero Retirement Savings Plan

Sponsored by Sphero, Inc. · EIN 271947501 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
84
With balances
110

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $20,109