Spitzer Industries, Inc. Ee's Savings & Profit Sharing Plan
Sponsored by Spitzer Industries, Inc. · EIN 760495186 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 553
- With balances
- 403
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 |
|---|---|---|
| Stephens Group Asset Management, Llc CRD 288981 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stephens Group Asset Management | Investment advisory (plan) | $41,827 |
| John Hancock Retirement Plan Svrcs | Recordkeeping, Investment advisory (participants), Float revenue | $39,970 |