The Spectris Group Safe Harbor 401(k) Retirement Plan
Sponsored by Spectris, Inc. · EIN 510363173 · Plan #003
- Total assets
- $273M
- Net assets
- $273M
- Active participants
- 1,929
- With balances
- 2,096
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $242,307 |
| Creative Planning Holdco Llc Dba Cr | Investment advisory (plan) | $92,836 |
| Grant Thornton Llp | Other fees | $79,800 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $12,042 |