AUMdb

New Sps, Llc 401(k) Plan

Sponsored by New Sps, Llc · EIN 884227858 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
387
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
Stone Hill Fiduciary Management, Llc CRD 164981 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $46,492
Stone Hill Fiduciary Management Ll Investment advisory (plan) $23,750