AUMdb

Spanish Springs Construction Inc Davis Bacon Pension Plan & Trust

Sponsored by Spanish Springs Construction Inc · EIN 201942811 · Plan #002

Total assets
$4.9M
Net assets
$4.9M
Active participants
241
With balances
123

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
M Group Investment Advisor, Llc CRD 160128 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
M Group Investment Advisory Consulting (pension), Investment advisory (plan), Direct payment from the plan $23,812
Empower Annuity Insurance Company $12,334
Davis Bacon Pension Plans Inc Contract administrator, Other services $9,244
Empower Advisory Group Investment advisory (participants), Investment management fees (direct) $59