AUMdb

On The Spot Management 401(k) Plan

Sponsored by 899221 01 On The Spot Management, Llc · EIN 474690446 · Plan #001

Total assets
$27.1M
Net assets
$27.1M
Active participants
3,599
With balances
809

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
Frost Bank Investment advisory (plan), Other fees $136,417
Empower Annuity Insurance Company O Recordkeeping fees $135,050
Empower Advisory Group, Llc Investment management $7,259