Spitzer Management Inc Profit Sharing And Savings Plan
Sponsored by Spitzer Management, Inc. · EIN 340795747 · Plan #001
- Total assets
- $107M
- Net assets
- $106M
- Active participants
- 765
- With balances
- 1,337
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 |
|---|---|---|
| Strategic Wealth Partners Llc CRD 336564 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Spira Benefits, Llc | Participant loan processing, Recordkeeping fees, Redemption fees | $179,005 |
| First National Bank | Investment advisory (plan) | $108,284 |
| Strategic Wealth Partners | Investment advisory (plan) | $75,000 |
| Hobe & Lucas, Cpa's | Accounting | $20,900 |
| Somers Agency | Insurance agents and brokers | $6,809 |