AUMdb

Sprague Retirement Plan

Sponsored by Cambium Endeavors, Llc · EIN 910420340 · Plan #003

Total assets
$23.1M
Net assets
$23.1M
Active participants
250
With balances
307

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

Service providers

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

Provider Services Direct comp
Creative Planning, Llc Investment advisory (plan), Direct payment from the plan $38,405
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $31,665
Creative Planning, Llc Investment advisory (participants), Consulting fees $0