Spencer Savings Bank Sla Savings Retirement Plan
Sponsored by Spencer Savings Bank Sla · EIN 221296609 · Plan #002
- Total assets
- $48.4M
- Net assets
- $48.4M
- Active participants
- 298
- With balances
- 378
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $188,236 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $48.4M | 298 | ack 20251015134643NAL0009546242001 |
| 01/01/2021 | $46.6M | 244 | ack 20250501140923NAL0003225057001 |