Spendmend, Llc 401(k) Plan
Sponsored by Spendmend, Llc · EIN 453436164 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 383
- With balances
- 283
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 |
|---|---|---|
| Faircourt Partners, Llc CRD 295508 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Faircourt Partners, Llc | Investment advisory (plan), Direct payment from the plan | $70,961 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $24,889 |