Spirax Sarco, Inc. 401(k) Plan
Sponsored by Spirax Sarco, Inc. · EIN 232239452 · Plan #001
- Total assets
- $151M
- Net assets
- $151M
- Active participants
- 1,242
- With balances
- 1,654
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $117,827 |
| Capfinancial Partners Llc | Investment advisory (plan) | $109,530 |
| Cbiz Benefits & Insurance Services | Consulting (general) | $60,000 |