AUMdb

Spirit Bankcorp, Inc. 401(k) Plan And Trust

Sponsored by Spirit Bankcorp, Inc. · EIN 731131847 · Plan #002

Total assets
$13.7M
Net assets
$13.7M
Active participants
124
With balances
226

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
Nationwide Recordkeeping, Recordkeeping fees $14,517
Iron Fiduciary Investment management, Shareholder servicing fees $6,498
Nationwide Investment management, Shareholder servicing fees $3,418
Proaccount Investment management, Shareholder servicing fees $1,367
Nationwide Life Insurance Company Investment management, Shareholder servicing fees $1,300
Nationwide Retirement Plans Investment management, Shareholder servicing fees $411
Cetera Advisor Networks Llc Investment management, Shareholder servicing fees $0