AUMdb

Sps New England, Inc. Profit Sharing/Retirement Plan

Sponsored by Sps New England, Inc. · EIN 042741165 · Plan #002 · Salisbury, MA

Total assets
$42.2M
Net assets
$42.2M
Active participants
272
With balances
296

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Litman Gerson Associates Llp Dba Lg Accounting $19,000
Leafhouse Financial Advisors, Llc Investment advisory (plan) $16,601
Empower Advisory Group, Llc Investment management $11,578
The Angell Pension Group Inc Contract administrator $6,488
Next Financial Group Inc Other commissions $0
Empower Annuity Insurance Company Recordkeeping fees $0