AUMdb

Smith Industrial Service, Inc. 401(k) Plan

Sponsored by Smith Industrial Service, Inc. · EIN 272045976 · Plan #001

Total assets
$10.1M
Net assets
$10.1M
Active participants
340
With balances
177

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
Mitchell, Mcleod, Pugh & Williams, Inc. CRD 138240 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Mitchell Mcleod Pugh & Williams Investment advisory (participants), Investment advisory (plan) $34,502
Newport Group, Inc. Claims processing, Recordkeeping $22,413