Spero Financial Federal Credit Union 401(k)/Profit Sharing Plan
Sponsored by Spero Financial Federal Credit Union · EIN 570310635 · Plan #003
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 157
- With balances
- 211
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 |
|---|---|---|
| Northbridge Wealth Management Llc CRD 339816 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northbridge Wealth Management | Investment advisory (plan), Investment management | $49,968 |
| Unified Trust Company Na | Recordkeeping, Trustee (institutional), Participant loan processing | $17,982 |
| Futureplan By Ascensus | Plan administrator | $2,520 |