AUMdb

Spiezle Group, Inc. Retirement Plan

Sponsored by Spiezle Group, Inc. · EIN 231937152 · Plan #002

Total assets
$7.4M
Net assets
$7.4M
Active participants
112
With balances
121

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
Goldman Sachs Asset Management, L.P. CRD 107738 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Goldman Sachs Asset Management Investment advisory (participants), Investment advisory (plan) $15,350
Ascensus Llc Recordkeeping fees $8,673
Transition Finance Strategies Dba Contract administrator $1,350