AUMdb

Silver Springs Bottled Water Co. Employees Savings Trust

Sponsored by Silver Springs Bottled Water Co. · EIN 650238875 · Plan #001

Total assets
$12.3M
Net assets
$12.3M
Active participants
300
With balances
231

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $6,616
Retirement Solutions Specialists Ll Contract administrator, Direct payment from the plan, Other services $4,760
Principal Securities Inc Other services, Other commissions, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0