Spencer Fane Retirement Plan
Sponsored by Spencer Fane Llp · EIN 440561981 · Plan #001
- Total assets
- $264M
- Net assets
- $264M
- Active participants
- 910
- With balances
- 989
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Krilogy Financial Llc CRD 149046 | deterministic · 100% | 2024 |
| Canvas Wealth Advisors, Llc CRD 306343 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Tanglewood Wealth Management, Inc. CRD 107639 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $45,377 |
| Meritage Portfolio Management | Investment advisory (participants), Direct payment from the plan | $19,944 |
| Krilogy Financial Llc | Investment advisory (participants), Direct payment from the plan | $15,767 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $12,771 |
| Hiley Hunt Wealth | Investment advisory (participants), Direct payment from the plan | $10,109 |
| Canvas Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,812 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $5,564 |
| Tanglewood Total Wealth | Investment advisory (participants), Direct payment from the plan | $5,536 |
| Charles Schwab & Co Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,525 |