Smbc Manubank Savings System
Sponsored by Smbc Manubank · EIN 952221647 · Plan #002
- Total assets
- $106M
- Net assets
- $106M
- Active participants
- 889
- With balances
- 895
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $56,250 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $52,348 |
| Cohnreznick Llp | Accounting | $46,111 |
| Withumsmith+Brown, Pc | Accounting | $889 |