Firespring 401(k) Profit Sharing Plan & Trust Profit Sharing Plan & Trust
Sponsored by Firespring, Inc. · EIN 510407787 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 181
- With balances
- 141
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 |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| D.A. Davidson & Co | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $24,931 |
| July Business Services Llc | Recordkeeping | $7,950 |
| Union Bank & Trust Company | Recordkeeping, Consulting (pension), Trustee (institutional) | $7,756 |