Ernest Spencer Metals, Inc. Salary Savings Plan
Sponsored by Ernest Spencer Metals, Inc. · EIN 481134102 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 159
- With balances
- 156
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | 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 |
|---|---|---|
| Change Path Llc | Investment advisory (plan) | $19,743 |
| Empower Annuity Insurance Company | Recordkeeping fees | $18,064 |
| Summers Spencer & Company, Pa | Accounting | $12,250 |
| Erp National Llc | Contract administrator | $8,836 |
| Creative Planning Llc | Investment advisory (plan) | $3,949 |
| Empower Advisory Group, Llc | Investment management | $2,032 |