Spirit Airlines, Inc. Pilots' Retirement Savings Plan
Sponsored by Spirit Airlines, Inc. · EIN 381747023 · Plan #002
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 3,199
- With balances
- 3,511
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 |
|---|---|---|
| Allworth Financial, L.P. CRD 111167 | fuzzy_auto · 96% | 2024 |
| Bonfire Financial, Llc CRD 288522 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Symphony Financial, Ltd. Co. CRD 171816 | deterministic · 100% | 2024 |
| Rwq Financial Management Services, Inc. CRD 297541 | fuzzy_auto · 98% | 2024 |
| Mountain Capital Investment Advisors Inc CRD 156660 | fuzzy_auto · 97% | 2024 |
| Little House Capital, Llc CRD 290070 | deterministic · 100% | 2024 |
| Zwj Investment Counsel Inc CRD 110397 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Stonebridge Capital Advisors Llc CRD 111447 | fuzzy_auto · 99% | 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 | $170,397 |
| Allworth Financial Lp | Investment advisory (participants), Direct payment from the plan | $52,503 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $30,162 |
| Bonfire Financial Llc | Investment advisory (participants), Direct payment from the plan | $26,458 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $25,598 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $22,400 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $20,616 |
| Symphony Financial Ltd. Co | Investment advisory (participants), Direct payment from the plan | $17,216 |
| Rwq Financial Management Servi | Investment advisory (participants), Direct payment from the plan | $14,635 |
| Mountain Capital Investment Ad | Investment advisory (participants), Direct payment from the plan | $7,966 |
| Little House Capital Llc | Investment advisory (participants), Direct payment from the plan | $7,738 |
| Zwj Investment Counsel Inc | Investment advisory (participants), Direct payment from the plan | $6,442 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $6,325 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $6,315 |
| Stonebridge Capital Advisors L | Investment advisory (participants), Direct payment from the plan | $5,564 |