Spothero 401(k) Plan
Sponsored by Spothero, Inc. · EIN 455389124 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 210
- With balances
- 242
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan) | $39,381 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,580 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $1,138 |