AUMdb

Sp Holding Enterprises Corp 401(k) Retirement Savings Plan

Sponsored by Sp Holding Enterprises Corp · EIN 870559538 · Plan #001 · Salt Lake City, UT

Total assets
$72.8M
Net assets
$72.8M
Active participants
1,012
With balances
1,545

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
Mercator Investment Management Llc CRD 296809 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $138,216
Mercer Investment Management Inc Investment advisory (plan) $30,000