Spee Dee Delivery Service, Inc Retirement Plan
Sponsored by Spee Dee Delivery Service, Inc. · EIN 411530767 · Plan #001
- Total assets
- $52.9M
- Net assets
- $52.9M
- Active participants
- 1,141
- With balances
- 744
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 |
|---|---|---|
| Wealth Management Corporation Of America, Inc. CRD 109576 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Management | Investment advisory (participants), Investment advisory (plan) | $30,514 |
| Pentegra Services | Recordkeeping, Contract administrator | $18,854 |
| Reliance Trust | Custodial (securities) | $6,185 |
| Empower Annuity Ins Co Of Am | Recordkeeping fees | $6,059 |