Spectrum Community Services 403(b) Plan
Sponsored by Spectrum Community Services · EIN 382882853 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 901
- With balances
- 128
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc Rpcp | Investment management, Shareholder servicing fees | $19,865 |
| Nationwide | Investment management, Shareholder servicing fees | $13,621 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $1,521 |
| Nationwide | Investment management, Shareholder servicing fees | $563 |