AUMdb

Spokeo Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Spokeo Inc · EIN 841707759 · Plan #001

Total assets
$16.4M
Net assets
$16.4M
Active participants
140
With balances
220

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
Capital Group Private Client Services, Inc. CRD 312837 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Capital Group Retirement Plan Servi Recordkeeping, Investment management, Participant loan processing $9,315