Spencer Savings Bank, Sla Employees' Pension Plan
Sponsored by Spencer Savings Bank, Sla · EIN 221296609 · Plan #001
- Total assets
- $68.6M
- Net assets
- $68.6M
- Active participants
- 96
- With balances
- 0
Plan year beginning 10/09/2020
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 |
|---|---|---|
| Kestra Investment Services Inc | Insurance brokerage commissions | $0 |
| Cetera Advisor Networks Llc | Insurance brokerage commissions | $0 |
| Calvert | Investment management fees (indirect) | $0 |
| Franklin Templeton | Investment management fees (indirect) | $0 |
| Invesco | Investment management fees (indirect) | $0 |
| Jp Morgan | Investment management fees (indirect) | $0 |
| Massachusetts Mutual Life Ins. Co. | Investment management fees (indirect), Sub-transfer agency fees, Float revenue | $0 |