AUMdb

Spencer Industries, Inc. Employee Retirement Savings Plan

Sponsored by Spencer Industries, Inc. · EIN 351504846 · Plan #002

Total assets
$21.0M
Net assets
$21.0M
Active participants
209
With balances
241

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
Ashton Jarrett Davies Accounting $17,020
Sentry Life Insurance Company Recordkeeping fees $8,752