AUMdb

Springwell Retirement Plan

Sponsored by Springwell, Inc. · EIN 042616064 · Plan #004

Total assets
$14.7M
Net assets
$14.7M
Active participants
261
With balances
319

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners, Llc Investment advisory (plan) $34,711
Empower Annuity Insurance Recordkeeping fees $29,759
Rpw Solutions, Llc. Contract administrator $13,510