AUMdb

Spencer Gifts Llc Pension Plan

Sponsored by Spencer Gifts Llc · EIN 710878043 · Plan #001

Total assets
$10.9K
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2024

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
Cbiz Actuarial, Consulting fees, Consulting (pension) $241,442
Axa Advisors Llc Investment management, Investment management fees (direct), Investment management fees (indirect) $46,530
Geltrude & Company Accounting, Direct payment from the plan $10,889