Spartan Light Metal Products 401(k) Profit Sharing Plan
Sponsored by Spartan Light Metal Products, Inc. · EIN 370805188 · Plan #002
- Total assets
- $71.4M
- Net assets
- $71.4M
- Active participants
- 848
- With balances
- 991
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $90,452 |
| Creative Planning | Consulting (general) | $53,045 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,758 |