Poyner Spruill Llp Savings And Retirement Plan
Sponsored by Poyner Spruill Llp · EIN 561493995 · Plan #001
- Total assets
- $71.8M
- Net assets
- $71.8M
- Active participants
- 171
- With balances
- 232
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services, In | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $46,358 |
| Morgan Stanley Capital Manage | Investment management, Direct payment from the plan | $34,891 |
| Cook Street Consulting, Inc | Investment management, Direct payment from the plan | $33,875 |