Spurwink Services 403(b) Plan
Sponsored by Spurwink Services, Inc. · EIN 010319802 · Plan #001
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 1,162
- With balances
- 1,073
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $109,963 |
| Commonweath Financial Network | Investment advisory (plan), Consulting fees | $46,895 |