Spring Venture Group, Llc 401(k) Plan
Sponsored by Spring Venture Group, Llc · EIN 271939808 · Plan #001
- Total assets
- $28.4M
- Net assets
- $28.4M
- Active participants
- 1,228
- With balances
- 1,490
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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $45,416 |
| Cap Financial Partners Llc | Investment management, Direct payment from the plan | $34,640 |