Spencer Fane Associate Retirement Plan
Sponsored by Spencer Fane Llp · EIN 440561981 · Plan #002
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 154
- With balances
- 170
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 |
|---|---|---|
| Charles Schwab & Co., Inc. | Shareholder servicing fees, Float revenue | $0 |