AUMdb

Sps North America Inc. 401 K Plan

Sponsored by Sps North America Inc. · EIN 133670421 · Plan #002

Total assets
$43.1M
Net assets
$43.1M
Active participants
2,823
With balances
3,010

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Orenda Retirement, Llc Contract administrator, Accounting, Other services $304,848
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $231,077
Merrill Lynch Pierce Fenner & Smith Consulting (pension), Investment advisory (plan), Direct payment from the plan $78,176