AUMdb

Biospectra 401(k) Plan

Sponsored by Biospectra, Inc. · EIN 232842160 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
173
With balances
194

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
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $36,147
N.A. Falcone & Associates, Inc. Contract administrator $21,915