AUMdb

Smartcomms, Llc 401(k) Profit Sharing Plan

Sponsored by Smartcomms, Llc · EIN 201682838 · Plan #001

Total assets
$16.3M
Net assets
$16.3M
Active participants
117
With balances
120

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $32,416
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $14,852
Sutton Frost Cary Llp Other fees $748