Smart Local 104, District 3401(a)
Sponsored by Smart Local 1041, District 3401(a) · EIN 770352309 · Plan #001
- Total assets
- $27.6M
- Net assets
- $27.5M
- Active participants
- 1,111
- With balances
- 588
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
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 |
|---|---|---|
| Smart Local 104 District 3401(a) | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $69,515 |
| Morgan Stanley | Other fees | $49,427 |
| Empower Annuity In Co Of America | Recordkeeping fees | $170 |