Spathe Systems Llc 401(k) Plan
Sponsored by Spathe Systems, Llc · EIN 471787825 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 154
- With balances
- 239
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $18,778 |
| Merrill Lynch, Pierce, Fenner And S | Investment advisory (plan) | $10,232 |
| Dwc The 401(k) Experts | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,060 |