Spooner Retirement Savings Plan
Sponsored by Spooner, Inc. · EIN 203968517 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 552
- With balances
- 737
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| 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 fees | $68,285 |
| Ubs Financial Services Inc | Investment advisory (plan) | $25,000 |
| Kimberlin Company Pllc | Accounting | $9,500 |
| Empower Advisory Group, Llc | Investment management | $4,310 |