AUMdb

Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan

Sponsored by Surety Hr, Inc. · EIN 821825780 · Plan #003

Total assets
$13.2M
Net assets
$13.2M
Active participants
125
With balances
143

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Financial Life Ins. Recordkeeping, Participant loan processing, Investment management fees (indirect) $64,053