Wood, Smith, Henning & Berman Llp Attorneys & Staff 401(k) Plan And Trust
Sponsored by Wood, Smith, Henning, & Berman Llp · EIN 954608126 · Plan #003
- Total assets
- $40.0M
- Net assets
- $40.0M
- Active participants
- 546
- With balances
- 529
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 |
|---|---|---|
| John Hancock Life Insurance Co. | Investment management, Shareholder servicing fees, Sub-transfer agency fees | $8,144 |
| Futureplan By Ascensus | Consulting (general) | $7,031 |