Sma America 401(k) Plan
Sponsored by Sma America Holdings, Llc. · EIN 680462706 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 278
- With balances
- 359
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $130,586 |
| Benefit Resources Inc | Contract administrator, Other services, Direct payment from the plan | $3,550 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |