AUMdb

Spring Education Group 401(k) Retirement Plan

Sponsored by Seg Inc. · EIN 222465204 · Plan #003

Total assets
$217M
Net assets
$217M
Active participants
6,418
With balances
7,180

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $442,065
Capfinancial Partners Llc Investment advisory (plan) $62,300
Torrillo & Associates, Llc Accounting $26,100