Spicer Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Spicer Group, Inc. · EIN 381612017 · Plan #001
- Total assets
- $54.1M
- Net assets
- $54.1M
- Active participants
- 305
- With balances
- 340
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 |
|---|---|---|
| Tri Star Trust Bank | Investment advisory (participants), Investment advisory (plan) | $117,631 |
| Newport Group, Inc. | Recordkeeping, Direct payment from the plan, Consulting fees | $24,327 |
| Newport Trust Company | Trustee (individual), Trustee (institutional) | $23,424 |