Ward And Smith, P.A. 401(k) And Profit Sharing Plan
Sponsored by Ward And Smith, P.A. · EIN 561034724 · Plan #001
- Total assets
- $120M
- Net assets
- $119M
- Active participants
- 248
- With balances
- 303
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $81,353 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $51,399 |