AUMdb

Sps Retirement Plan

Sponsored by Shonto Governing Board Of Education, Inc. · EIN 860827306 · Plan #002

Total assets
$4.3M
Net assets
$4.2M
Active participants
143
With balances
153

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Pfg Advisors, Llc CRD 173344 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pfg Advisors, Llc Investment advisory (participants) $32,285
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $710