AUMdb

Operation Smile 401(k) Plan 004

Sponsored by Operation Smile, Inc. · EIN 541460147 · Plan #004

Total assets
$23.3M
Net assets
$23.3M
Active participants
170
With balances
185

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
Lpl Financial Recordkeeping fees $15,254
Cherry Bekaert, Llp Recordkeeping fees $7,465
Capital Group Retirement Plan Serv Other fees $1,428