AUMdb

Smx 401(k) Plan

Sponsored by Smartronix, Llc · EIN 521922012 · Plan #001

Total assets
$170M
Net assets
$170M
Active participants
1,333
With balances
1,756

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
Transamerica Financial Life Ins Co. Recordkeeping, Participant loan processing, Investment management fees (indirect) $171,145
Merrill Lynch Life Agency, Inc. Investment advisory (plan) $105,259
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $0