Spectrio, Llc 401(k) Plan
Sponsored by Spectrio, Llc · EIN 371423708 · Plan #003
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 347
- With balances
- 263
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $25,667 |
| Global Retirement Partners Llc | Investment advisory (plan) | $21,787 |
| Pps Pension & Financial Services | Contract administrator | $11,161 |
| Empower Advisory Group, Llc | Investment management | $8,544 |