AUMdb

Groundspeak, Inc. 401 K Plan

Sponsored by Groundspeak, Inc. · EIN 912144859 · Plan #001

Total assets
$16.9M
Net assets
$16.9M
Active participants
89
With balances
127

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
Wespac Advisors, Llc CRD 148242 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wespac Advisors, Llc Investment advisory (participants), Investment advisory (plan), Investment management $34,091
Wespac Plan Services, Llc Contract administrator, Recordkeeping, Participant loan processing $20,753