AUMdb

Spirit Airlines, Inc. Employee Retirement Savings Plan

Sponsored by Spirit Airlines, Inc. · EIN 381747023 · Plan #001

Total assets
$296M
Net assets
$296M
Active participants
9,129
With balances
5,925

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $319,769
Cbiz Cpas P.C. Accounting, Direct payment from the plan $23,800
Usi Advisors Inc Investment management, Direct payment from the plan $13,744
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $2,517