Spec's Family Partners Retirement Plan
Sponsored by Specs Family Partners, Ltd. · EIN 741532648 · Plan #001
- Total assets
- $19.0M
- Net assets
- $18.9M
- Active participants
- 4,359
- With balances
- 4,353
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Participant loan processing, Float revenue | $423,665 |
| Merrill Lynch, Fenner And Smith | Investment management fees (direct), Investment management fees (indirect), Securities brokerage commissions | $31,242 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $19.0M | 4,359 | ack 20251023082602NAL0001376659001 |
| 01/01/2021 | $7.8M | 3,543 | ack 20250805085155NAL0001126035001 |