Spri Ltd. 401(k) Plan
Sponsored by Spri Ltd. · EIN 364478949 · Plan #001
- Total assets
- $35.5M
- Net assets
- $35.5M
- Active participants
- 154
- With balances
- 219
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $68,330 |
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $15,257 |