AUMdb

Smith Gardens 401(k) Plan

Sponsored by Smith Gardens, Inc. · EIN 911056759 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
445
With balances
305

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
Rpa Financial, Llc CRD 294105 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $37,424
Rpa Financial, Llc Investment advisory (plan), Direct payment from the plan $36,423
Pension Plan Specialists, Pc Other services, Other fees $0