AUMdb

Spear Group, Llc 401(k) Retirement Plan And Trust

Sponsored by Spear Group, Llc · EIN 582629438 · Plan #001

Total assets
$14.7M
Net assets
$14.7M
Active participants
494
With balances
455

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $13,803