Spectralink Corporation 401(k) Retirement Plan
Sponsored by Spectralink Corporation · EIN 841141188 · Plan #003
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 117
- With balances
- 180
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $23,548 |
| Creative Planning. | Investment advisory (plan), Direct payment from the plan | $5,762 |