Spitrex Orthopedics 401(k) Plan
Sponsored by Culver Tool & Engineering, Llc · EIN 351753639 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 202
- With balances
- 180
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | 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 |
|---|---|---|
| Commonwealth Equity Services | Investment advisory (plan) | $37,699 |
| Empower Annuity Insurance Co. | Recordkeeping fees | $37,279 |
| Insight Accounting Group Pc | Accounting | $6,900 |
| Empower Advisory Group, Llc | Investment management | $6,658 |
| Retirement Plan Concepts & Services | Contract administrator | $5,287 |
| Kruggel, Lawton & Company, Llc | Other fees | $4,000 |